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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 | $39,016 | $157,276-75.2% | $141,177-72.4% | $152,885-74.5% |
| Participation rate | 25.0% | 84.8%-59.8pp | 82.5%-57.5pp | 82.5%-57.5pp |
| Annual return | 23.27% | 64.33%-41.1pp | 71.40%-48.1pp | 345.39%-322.1pp |
| Employer contribution / active EE | $1,387 | $5,262-73.6% | $4,736-70.7% | $4,763-70.9% |
| Participant deferral / active EE | $1,431 | $7,110-79.9% | $6,710-78.7% | $5,851-75.5% |
| Admin fee / account holder | $174 | $12,123-98.6% | $10,263-98.3% | $11,598-98.5% |