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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 | $30,978 | $114,119-72.9% | $107,187-71.1% | $138,895-77.7% |
| Participation rate | 58.3% | 78.1%-19.7pp | 75.0%-16.7pp | 79.9%-21.6pp |
| Annual return | 20.74% | 273.21%-252.5pp | 204.55%-183.8pp | 145.39%-124.7pp |
| Employer contribution / active EE | $922 | $4,059-77.3% | $3,782-75.6% | $4,194-78.0% |
| Participant deferral / active EE | $1,279 | $5,538-76.9% | $5,096-74.9% | $6,396-80.0% |
| Admin fee / account holder | $23 | $10,024-99.8% | $9,162-99.8% | $12,562-99.8% |