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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 | $80,868 | $165,399-51.1% | $149,745-46.0% | $158,982-49.1% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 12.24% | 348.34%-336.1pp | 276.72%-264.5pp | 302.99%-290.8pp |
| Employer contribution / active EE | $929 | $5,105-81.8% | $4,646-80.0% | $4,763-80.5% |
| Participant deferral / active EE | $1,918 | $7,183-73.3% | $6,843-72.0% | $5,983-67.9% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |