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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 | $92,969 | $196,972-52.8% | $182,262-49.0% | $198,609-53.2% |
| Participation rate | 55.6% | 85.7%-30.1pp | 84.2%-28.7pp | 82.4%-26.8pp |
| Annual return | 20.51% | 158.27%-137.8pp | 140.60%-120.1pp | 202.70%-182.2pp |
| Employer contribution / active EE | $1,735 | $5,364-67.6% | $5,046-65.6% | $5,055-65.7% |
| Participant deferral / active EE | $2,803 | $8,643-67.6% | $8,276-66.1% | $6,977-59.8% |
| Admin fee / account holder | $24 | $18,429-99.9% | $16,712-99.9% | $19,030-99.9% |