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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 | $63,558 | $165,381-61.6% | $149,730-57.6% | $158,966-60.0% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 9.10% | 348.29%-339.2pp | 276.70%-267.6pp | 302.95%-293.8pp |
| Employer contribution / active EE | $1,037 | $5,104-79.7% | $4,645-77.7% | $4,762-78.2% |
| Participant deferral / active EE | $1,628 | $7,182-77.3% | $6,843-76.2% | $5,983-72.8% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |