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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 | $28,159 | $129,737-78.3% | $119,126-76.4% | $154,746-81.8% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 18.25% | 379.08%-360.8pp | 282.11%-263.9pp | 172.34%-154.1pp |
| Employer contribution / active EE | $1,265 | $4,375-71.1% | $4,034-68.6% | $4,379-71.1% |
| Participant deferral / active EE | $1,265 | $5,842-78.3% | $5,318-76.2% | $6,730-81.2% |
| Admin fee / account holder | $110 | $11,961-99.1% | $10,693-99.0% | $14,365-99.2% |