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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 | $66,038 | $148,623-55.6% | $135,974-51.4% | $139,466-52.6% |
| Participation rate | 55.6% | 83.9%-28.3pp | 81.9%-26.4pp | 80.3%-24.8pp |
| Annual return | 17.34% | 79.30%-62.0pp | 68.30%-51.0pp | 373.66%-356.3pp |
| Employer contribution / active EE | $1,111 | $5,246-78.8% | $4,859-77.1% | $4,754-76.6% |
| Participant deferral / active EE | $1,485 | $8,103-81.7% | $7,760-80.9% | $6,712-77.9% |
| Admin fee / account holder | $24 | $12,406-99.8% | $10,767-99.8% | $11,409-99.8% |