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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 | $106,091 | $165,361-35.8% | $149,715-29.1% | $158,950-33.3% |
| Participation rate | 26.7% | 84.6%-57.9pp | 82.5%-55.8pp | 82.0%-55.3pp |
| Annual return | 22.37% | 348.24%-325.9pp | 276.66%-254.3pp | 302.91%-280.5pp |
| Employer contribution / active EE | $1,594 | $5,103-68.8% | $4,645-65.7% | $4,762-66.5% |
| Participant deferral / active EE | $2,092 | $7,182-70.9% | $6,842-69.4% | $5,983-65.0% |
| Admin fee / account holder | $15 | $10,808-99.9% | $9,310-99.8% | $11,248-99.9% |