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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 | $88,869 | $185,312-52.0% | $161,489-45.0% | $154,746-42.6% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 19.82% | 103.84%-84.0pp | 89.72%-69.9pp | 172.34%-152.5pp |
| Employer contribution / active EE | $1,025 | $4,769-78.5% | $4,268-76.0% | $4,379-76.6% |
| Participant deferral / active EE | $1,116 | $6,350-82.4% | $5,630-80.2% | $6,730-83.4% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |