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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 | $27,693 | $160,070-82.7% | $147,117-81.2% | $145,897-81.0% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 13.93% | 98.69%-84.8pp | 420.54%-406.6pp | 552.29%-538.4pp |
| Employer contribution / active EE | $1,218 | $5,285-77.0% | $4,932-75.3% | $4,663-73.9% |
| Participant deferral / active EE | $1,602 | $8,419-81.0% | $8,065-80.1% | $6,689-76.1% |
| Admin fee / account holder | $188 | $15,035-98.7% | $12,993-98.6% | $13,390-98.6% |