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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 | $23,139 | $160,040-85.5% | $147,096-84.3% | $145,877-84.1% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 13.77% | 98.49%-84.7pp | 419.75%-406.0pp | 551.28%-537.5pp |
| Employer contribution / active EE | $1,384 | $5,289-73.8% | $4,936-72.0% | $4,663-70.3% |
| Participant deferral / active EE | $1,460 | $8,429-82.7% | $8,071-81.9% | $6,691-78.2% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |