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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 | $73,260 | $150,446-51.3% | $136,297-46.2% | $147,585-50.4% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 21.55% | 1049.14%-1027.6pp | 5156.19%-5134.6pp | 578.58%-557.0pp |
| Employer contribution / active EE | $932 | $5,256-82.3% | $4,696-80.1% | $4,876-80.9% |
| Participant deferral / active EE | $1,422 | $6,631-78.6% | $6,247-77.2% | $5,439-73.9% |
| Admin fee / account holder | $16 | $10,906-99.9% | $9,244-99.8% | $10,886-99.9% |