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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 | $53,687 | $148,582-63.9% | $135,942-60.5% | $139,456-61.5% |
| Participation rate | 44.4% | 83.9%-39.4pp | 81.9%-37.5pp | 80.3%-35.9pp |
| Annual return | 113.91% | 79.26%+34.7pp | 68.28%+45.6pp | 373.45%-259.5pp |
| Employer contribution / active EE | $1,639 | $5,245-68.8% | $4,858-66.3% | $4,753-65.5% |
| Participant deferral / active EE | $1,996 | $8,101-75.4% | $7,759-74.3% | $6,711-70.3% |
| Admin fee / account holder | $24 | $12,402-99.8% | $10,764-99.8% | $11,407-99.8% |