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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 | $67,025 | $176,120-61.9% | $159,487-58.0% | $167,553-60.0% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 12.33% | 331.95%-319.6pp | 263.71%-251.4pp | 478.89%-466.6pp |
| Employer contribution / active EE | $2,252 | $5,299-57.5% | $4,831-53.4% | $4,840-53.5% |
| Participant deferral / active EE | $2,252 | $7,752-71.0% | $7,354-69.4% | $6,343-64.5% |
| Admin fee / account holder | $104 | $12,561-99.2% | $10,804-99.0% | $12,316-99.2% |