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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,230 | $176,105-36.8% | $159,474-30.3% | $167,536-33.6% |
| Participation rate | 42.9% | 85.0%-42.1pp | 82.8%-40.0pp | 82.1%-39.3pp |
| Annual return | 17.49% | 331.91%-314.4pp | 263.68%-246.2pp | 478.82%-461.3pp |
| Employer contribution / active EE | $953 | $5,299-82.0% | $4,831-80.3% | $4,839-80.3% |
| Participant deferral / active EE | $1,968 | $7,751-74.6% | $7,353-73.2% | $6,342-69.0% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |