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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 | $70,863 | $165,584-57.2% | $142,942-50.4% | $137,256-48.4% |
| Participation rate | 14.3% | 80.1%-65.8pp | 76.8%-62.5pp | 80.0%-65.7pp |
| Annual return | 20.04% | 164.22%-144.2pp | 113.70%-93.7pp | 220.34%-200.3pp |
| Employer contribution / active EE | $456 | $4,725-90.4% | $4,139-89.0% | $4,156-89.0% |
| Participant deferral / active EE | $1,661 | $8,194-79.7% | $7,128-76.7% | $6,407-74.1% |
| Admin fee / account holder | $0 | $16,167-100.0% | $12,475-100.0% | $12,270-100.0% |