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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 | $34,218 | $148,582-77.0% | $135,942-74.8% | $139,456-75.5% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 20.42% | 79.26%-58.8pp | 68.28%-47.9pp | 373.45%-353.0pp |
| Employer contribution / active EE | $1,279 | $5,245-75.6% | $4,858-73.7% | $4,753-73.1% |
| Participant deferral / active EE | $1,706 | $8,101-78.9% | $7,759-78.0% | $6,711-74.6% |
| Admin fee / account holder | $142 | $12,402-98.9% | $10,764-98.7% | $11,407-98.8% |