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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 | $24,442 | $176,105-86.1% | $159,474-84.7% | $167,536-85.4% |
| Participation rate | 20.0% | 85.0%-65.0pp | 82.8%-62.8pp | 82.1%-62.1pp |
| Annual return | 24.65% | 331.91%-307.3pp | 263.68%-239.0pp | 478.82%-454.2pp |
| Employer contribution / active EE | $1,005 | $5,299-81.0% | $4,831-79.2% | $4,839-79.2% |
| Participant deferral / active EE | $1,646 | $7,751-78.8% | $7,353-77.6% | $6,342-74.0% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |