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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 | $41,938 | $159,978-73.8% | $147,041-71.5% | $145,978-71.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 10.49% | 98.36%-87.9pp | 419.21%-408.7pp | 550.52%-540.0pp |
| Employer contribution / active EE | $1,040 | $5,288-80.3% | $4,935-78.9% | $4,662-77.7% |
| Participant deferral / active EE | $1,040 | $8,429-87.7% | $8,071-87.1% | $6,690-84.5% |
| Admin fee / account holder | $16 | $15,053-99.9% | $13,006-99.9% | $13,400-99.9% |