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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 | $51,710 | $159,978-67.7% | $147,041-64.8% | $145,978-64.6% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 9.92% | 98.36%-88.4pp | 419.21%-409.3pp | 550.52%-540.6pp |
| Employer contribution / active EE | $1,830 | $5,288-65.4% | $4,935-62.9% | $4,662-60.7% |
| Participant deferral / active EE | $2,380 | $8,429-71.8% | $8,071-70.5% | $6,690-64.4% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |