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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 | $56,933 | $148,629-61.7% | $135,982-58.1% | $139,487-59.2% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 19.68% | 79.33%-59.7pp | 68.32%-48.6pp | 373.84%-354.2pp |
| Employer contribution / active EE | $1,520 | $5,247-71.0% | $4,859-68.7% | $4,755-68.0% |
| Participant deferral / active EE | $1,820 | $8,102-77.5% | $7,760-76.5% | $6,713-72.9% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |