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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 | $38,689 | $202,345-80.9% | $172,755-77.6% | $152,885-74.7% |
| Participation rate | 61.1% | 87.1%-25.9pp | 82.6%-21.5pp | 82.5%-21.3pp |
| Annual return | 16.31% | 1029.77%-1013.5pp | 802.94%-786.6pp | 345.39%-329.1pp |
| Employer contribution / active EE | $1,642 | $5,858-72.0% | $5,144-68.1% | $4,763-65.5% |
| Participant deferral / active EE | $2,002 | $5,948-66.4% | $5,198-61.5% | $5,851-65.8% |
| Admin fee / account holder | $42 | $17,111-99.8% | $13,955-99.7% | $11,598-99.6% |