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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 | $95,446 | $157,304-39.3% | $141,197-32.4% | $152,909-37.6% |
| Participation rate | 20.0% | 84.8%-64.8pp | 82.5%-62.5pp | 82.5%-62.5pp |
| Annual return | 21.28% | 64.34%-43.1pp | 71.41%-50.1pp | 345.46%-324.2pp |
| Employer contribution / active EE | $1,005 | $5,263-80.9% | $4,736-78.8% | $4,764-78.9% |
| Participant deferral / active EE | $1,005 | $7,111-85.9% | $6,710-85.0% | $5,851-82.8% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |