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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 | $47,863 | $157,296-69.6% | $141,191-66.1% | $152,897-68.7% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 27.35% | 64.34%-37.0pp | 71.41%-44.1pp | 345.43%-318.1pp |
| Employer contribution / active EE | $1,926 | $5,262-63.4% | $4,736-59.3% | $4,764-59.6% |
| Participant deferral / active EE | $2,155 | $7,111-69.7% | $6,710-67.9% | $5,851-63.2% |
| Admin fee / account holder | $97 | $12,125-99.2% | $10,264-99.1% | $11,599-99.2% |