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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 | $79,613 | $56,197+41.7% | $67,652+17.7% | $59,633+33.5% |
| Participation rate | 41.3% | 71.5%-30.2pp | 75.7%-34.4pp | 68.7%-27.4pp |
| Annual return | 2.01% | 18508.10%-18506.1pp | 6625.40%-6623.4pp | 2041.45%-2039.4pp |
| Employer contribution / active EE | $880 | $1,615-45.5% | $2,266-61.1% | $2,203-60.0% |
| Participant deferral / active EE | $1,132 | $2,844-60.2% | $3,560-68.2% | $3,192-64.5% |
| Admin fee / account holder | $35 | $3,958-99.1% | $4,821-99.3% | $4,297-99.2% |