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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 | $30,887 | $160,028-80.7% | $147,080-79.0% | $145,884-78.8% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.8pp | 80.3%-22.0pp |
| Annual return | 13.60% | 98.60%-85.0pp | 420.17%-406.6pp | 551.85%-538.3pp |
| Employer contribution / active EE | $1,376 | $5,286-74.0% | $4,933-72.1% | $4,662-70.5% |
| Participant deferral / active EE | $2,022 | $8,422-76.0% | $8,066-74.9% | $6,690-69.8% |
| Admin fee / account holder | $259 | $15,030-98.3% | $12,989-98.0% | $13,392-98.1% |