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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 | $165,399-53.7% | $149,745-48.9% | $158,982-51.8% |
| Participation rate | 54.5% | 84.6%-30.0pp | 82.5%-27.9pp | 82.0%-27.4pp |
| Annual return | 31.31% | 348.34%-317.0pp | 276.72%-245.4pp | 302.99%-271.7pp |
| Employer contribution / active EE | $1,737 | $5,105-66.0% | $4,646-62.6% | $4,763-63.5% |
| Participant deferral / active EE | $2,324 | $7,183-67.7% | $6,843-66.0% | $5,983-61.2% |
| Admin fee / account holder | $126 | $10,811-98.8% | $9,312-98.7% | $11,252-98.9% |