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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 | $102,910 | $125,190-17.8% | $105,624-2.6% | $145,897-29.5% |
| Participation rate | 23.5% | 77.6%-54.1pp | 75.3%-51.7pp | 80.3%-56.8pp |
| Annual return | 11.96% | 225.22%-213.3pp | 116.20%-104.2pp | 552.29%-540.3pp |
| Employer contribution / active EE | $908 | $3,720-75.6% | $3,168-71.3% | $4,663-80.5% |
| Participant deferral / active EE | $1,514 | $5,716-73.5% | $5,013-69.8% | $6,689-77.4% |
| Admin fee / account holder | $0 | $17,138-100.0% | $10,961-100.0% | $13,390-100.0% |