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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 | $36,832 | $157,304-76.6% | $141,197-73.9% | $152,909-75.9% |
| Participation rate | 52.4% | 84.8%-32.4pp | 82.5%-30.1pp | 82.5%-30.1pp |
| Annual return | 30.63% | 64.34%-33.7pp | 71.41%-40.8pp | 345.46%-314.8pp |
| Employer contribution / active EE | $1,673 | $5,263-68.2% | $4,736-64.7% | $4,764-64.9% |
| Participant deferral / active EE | $2,243 | $7,111-68.5% | $6,710-66.6% | $5,851-61.7% |
| Admin fee / account holder | $11 | $12,126-99.9% | $10,265-99.9% | $11,601-99.9% |