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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 | $107,258 | $166,089-35.4% | $164,928-35.0% | $145,978-26.5% |
| Participation rate | 69.2% | 82.0%-12.8pp | 78.6%-9.4pp | 80.3%-11.1pp |
| Annual return | 15.46% | 100.26%-84.8pp | 70.08%-54.6pp | 550.52%-535.1pp |
| Employer contribution / active EE | $1,570 | $5,276-70.2% | $4,343-63.9% | $4,662-66.3% |
| Participant deferral / active EE | $1,942 | $6,961-72.1% | $6,034-67.8% | $6,690-71.0% |
| Admin fee / account holder | $67 | $16,641-99.6% | $12,684-99.5% | $13,400-99.5% |