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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 | $160,040-41.8% | $147,096-36.7% | $145,877-36.1% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 27.15% | 98.49%-71.3pp | 419.75%-392.6pp | 551.28%-524.1pp |
| Employer contribution / active EE | $1,321 | $5,289-75.0% | $4,936-73.2% | $4,663-71.7% |
| Participant deferral / active EE | $2,167 | $8,429-74.3% | $8,071-73.1% | $6,691-67.6% |
| Admin fee / account holder | $20 | $15,050-99.9% | $13,005-99.8% | $13,402-99.9% |