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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 | $39,273 | $157,276-75.0% | $141,177-72.2% | $152,885-74.3% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 23.07% | 64.33%-41.3pp | 71.40%-48.3pp | 345.39%-322.3pp |
| Employer contribution / active EE | $2,136 | $5,262-59.4% | $4,736-54.9% | $4,763-55.2% |
| Participant deferral / active EE | $1,869 | $7,110-73.7% | $6,710-72.1% | $5,851-68.1% |
| Admin fee / account holder | $16 | $12,123-99.9% | $10,263-99.8% | $11,598-99.9% |