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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 | $19,742 | $159,978-87.7% | $147,041-86.6% | $145,978-86.5% |
| Participation rate | 20.0% | 84.0%-64.0pp | 82.2%-62.2pp | 80.3%-60.3pp |
| Annual return | 12.51% | 98.36%-85.9pp | 419.21%-406.7pp | 550.52%-538.0pp |
| Employer contribution / active EE | $1,250 | $5,288-76.4% | $4,935-74.7% | $4,662-73.2% |
| Participant deferral / active EE | $1,875 | $8,429-77.8% | $8,071-76.8% | $6,690-72.0% |
| Admin fee / account holder | $69 | $15,053-99.5% | $13,006-99.5% | $13,400-99.5% |