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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 | $27,667 | $176,120-84.3% | $159,487-82.7% | $167,553-83.5% |
| Participation rate | 36.8% | 85.0%-48.1pp | 82.8%-46.0pp | 82.1%-45.3pp |
| Annual return | 17.13% | 331.95%-314.8pp | 263.71%-246.6pp | 478.89%-461.8pp |
| Employer contribution / active EE | $1,428 | $5,299-73.1% | $4,831-70.5% | $4,840-70.5% |
| Participant deferral / active EE | $2,135 | $7,752-72.5% | $7,354-71.0% | $6,343-66.3% |
| Admin fee / account holder | $266 | $12,561-97.9% | $10,804-97.5% | $12,316-97.8% |