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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 | $43,517 | $160,040-72.8% | $147,096-70.4% | $145,877-70.2% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 12.12% | 98.49%-86.4pp | 419.75%-407.6pp | 551.28%-539.2pp |
| Employer contribution / active EE | $22,536 | $5,289+326.1% | $4,936+356.6% | $4,663+383.3% |
| Participant deferral / active EE | $2,139 | $8,429-74.6% | $8,071-73.5% | $6,691-68.0% |
| Admin fee / account holder | $137 | $15,050-99.1% | $13,005-98.9% | $13,402-99.0% |