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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 | $29,665 | $165,399-82.1% | $149,745-80.2% | $158,982-81.3% |
| Participation rate | 54.5% | 84.6%-30.0pp | 82.5%-27.9pp | 82.0%-27.4pp |
| Annual return | 17.79% | 348.34%-330.5pp | 276.72%-258.9pp | 302.99%-285.2pp |
| Employer contribution / active EE | $1,038 | $5,105-79.7% | $4,646-77.7% | $4,763-78.2% |
| Participant deferral / active EE | $1,356 | $7,183-81.1% | $6,843-80.2% | $5,983-77.3% |
| Admin fee / account holder | $179 | $10,811-98.3% | $9,312-98.1% | $11,252-98.4% |