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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 | $63,405 | $148,623-57.3% | $135,974-53.4% | $139,466-54.5% |
| Participation rate | 25.0% | 83.9%-58.9pp | 81.9%-56.9pp | 80.3%-55.3pp |
| Annual return | 20.13% | 79.30%-59.2pp | 68.30%-48.2pp | 373.66%-353.5pp |
| Employer contribution / active EE | $1,651 | $5,246-68.5% | $4,859-66.0% | $4,754-65.3% |
| Participant deferral / active EE | $685 | $8,103-91.5% | $7,760-91.2% | $6,712-89.8% |
| Admin fee / account holder | $6 | $12,406-100.0% | $10,767-99.9% | $11,409-99.9% |