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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 | $24,041 | $159,978-85.0% | $147,041-83.7% | $145,978-83.5% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 11.71% | 98.36%-86.6pp | 419.21%-407.5pp | 550.52%-538.8pp |
| Employer contribution / active EE | $5,551 | $5,288+5.0% | $4,935+12.5% | $4,662+19.1% |
| Participant deferral / active EE | $2,088 | $8,429-75.2% | $8,071-74.1% | $6,690-68.8% |
| Admin fee / account holder | $21 | $15,053-99.9% | $13,006-99.8% | $13,400-99.8% |