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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 | $151,511 | $196,972-23.1% | $182,262-16.9% | $198,609-23.7% |
| Participation rate | 57.1% | 85.7%-28.6pp | 84.2%-27.1pp | 82.4%-25.2pp |
| Annual return | 20.00% | 158.27%-138.3pp | 140.60%-120.6pp | 202.70%-182.7pp |
| Employer contribution / active EE | $1,906 | $5,364-64.5% | $5,046-62.2% | $5,055-62.3% |
| Participant deferral / active EE | $2,646 | $8,643-69.4% | $8,276-68.0% | $6,977-62.1% |
| Admin fee / account holder | $30 | $18,429-99.8% | $16,712-99.8% | $19,030-99.8% |