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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 | $93,157 | $160,070-41.8% | $147,117-36.7% | $145,897-36.1% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.8pp |
| Annual return | 27.15% | 98.69%-71.5pp | 420.54%-393.4pp | 552.29%-525.1pp |
| Employer contribution / active EE | $1,321 | $5,285-75.0% | $4,932-73.2% | $4,663-71.7% |
| Participant deferral / active EE | $2,167 | $8,419-74.3% | $8,065-73.1% | $6,689-67.6% |
| Admin fee / account holder | $20 | $15,035-99.9% | $12,993-99.8% | $13,390-99.9% |