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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 | $46,743 | $148,629-68.6% | $135,982-65.6% | $139,487-66.5% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 13.62% | 79.33%-65.7pp | 68.32%-54.7pp | 373.84%-360.2pp |
| Employer contribution / active EE | $2,227 | $5,247-57.6% | $4,859-54.2% | $4,755-53.2% |
| Participant deferral / active EE | $2,481 | $8,102-69.4% | $7,760-68.0% | $6,713-63.0% |
| Admin fee / account holder | $186 | $12,406-98.5% | $10,767-98.3% | $11,407-98.4% |