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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 | $38,957 | $157,296-75.2% | $141,191-72.4% | $152,897-74.5% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.5%-42.5pp |
| Annual return | 23.26% | 64.34%-41.1pp | 71.41%-48.1pp | 345.43%-322.2pp |
| Employer contribution / active EE | $1,060 | $5,262-79.9% | $4,736-77.6% | $4,764-77.7% |
| Participant deferral / active EE | $1,494 | $7,111-79.0% | $6,710-77.7% | $5,851-74.5% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |