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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 | $76,559 | $165,351-53.7% | $149,710-48.9% | $158,931-51.8% |
| Participation rate | 54.5% | 84.6%-30.0pp | 82.5%-27.9pp | 82.0%-27.4pp |
| Annual return | 31.31% | 348.19%-316.9pp | 276.63%-245.3pp | 302.86%-271.6pp |
| Employer contribution / active EE | $1,737 | $5,103-66.0% | $4,645-62.6% | $4,761-63.5% |
| Participant deferral / active EE | $2,324 | $7,181-67.6% | $6,842-66.0% | $5,982-61.2% |
| Admin fee / account holder | $126 | $10,807-98.8% | $9,309-98.6% | $11,247-98.9% |