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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 | $32,398 | $217,432-85.1% | $185,849-82.6% | $167,536-80.7% |
| Participation rate | 55.6% | 86.1%-30.5pp | 81.7%-26.2pp | 82.1%-26.6pp |
| Annual return | 11.68% | 148.42%-136.7pp | 122.10%-110.4pp | 478.82%-467.1pp |
| Employer contribution / active EE | $1,366 | $5,875-76.8% | $5,169-73.6% | $4,839-71.8% |
| Participant deferral / active EE | $1,706 | $6,357-73.2% | $5,569-69.4% | $6,342-73.1% |
| Admin fee / account holder | $207 | $19,818-99.0% | $16,244-98.7% | $12,315-98.3% |