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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 | $80,501 | $165,399-51.3% | $149,745-46.2% | $158,982-49.4% |
| Participation rate | 25.0% | 84.6%-59.6pp | 82.5%-57.5pp | 82.0%-57.0pp |
| Annual return | 24.86% | 348.34%-323.5pp | 276.72%-251.9pp | 302.99%-278.1pp |
| Employer contribution / active EE | $1,865 | $5,105-63.5% | $4,646-59.9% | $4,763-60.8% |
| Participant deferral / active EE | $1,865 | $7,183-74.0% | $6,843-72.7% | $5,983-68.8% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |