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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 | $34,621 | $148,629-76.7% | $135,982-74.5% | $139,487-75.2% |
| Participation rate | 30.4% | 83.9%-53.4pp | 81.9%-51.5pp | 80.3%-49.9pp |
| Annual return | 18.88% | 79.33%-60.4pp | 68.32%-49.4pp | 373.84%-355.0pp |
| Employer contribution / active EE | $1,098 | $5,247-79.1% | $4,859-77.4% | $4,755-76.9% |
| Participant deferral / active EE | $2,219 | $8,102-72.6% | $7,760-71.4% | $6,713-66.9% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |