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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 | $20,045 | $160,070-87.5% | $147,117-86.4% | $145,897-86.3% |
| Participation rate | 38.5% | 84.0%-45.6pp | 82.2%-43.7pp | 80.3%-41.8pp |
| Annual return | 17.99% | 98.69%-80.7pp | 420.54%-402.5pp | 552.29%-534.3pp |
| Employer contribution / active EE | $1,037 | $5,285-80.4% | $4,932-79.0% | $4,663-77.8% |
| Participant deferral / active EE | $2,496 | $8,419-70.4% | $8,065-69.1% | $6,689-62.7% |
| Admin fee / account holder | $35 | $15,035-99.8% | $12,993-99.7% | $13,390-99.7% |