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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 | $39,410 | $148,629-73.5% | $135,982-71.0% | $139,487-71.7% |
| Participation rate | 56.3% | 83.9%-27.6pp | 81.9%-25.7pp | 80.3%-24.1pp |
| Annual return | 16.56% | 79.33%-62.8pp | 68.32%-51.8pp | 373.84%-357.3pp |
| Employer contribution / active EE | $1,084 | $5,247-79.3% | $4,859-77.7% | $4,755-77.2% |
| Participant deferral / active EE | $1,871 | $8,102-76.9% | $7,760-75.9% | $6,713-72.1% |
| Admin fee / account holder | $168 | $12,406-98.6% | $10,767-98.4% | $11,407-98.5% |