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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 | $49,124 | $160,040-69.3% | $147,096-66.6% | $145,877-66.3% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 22.97% | 98.49%-75.5pp | 419.75%-396.8pp | 551.28%-528.3pp |
| Employer contribution / active EE | $1,723 | $5,289-67.4% | $4,936-65.1% | $4,663-63.0% |
| Participant deferral / active EE | $1,699 | $8,429-79.8% | $8,071-78.9% | $6,691-74.6% |
| Admin fee / account holder | $12 | $15,050-99.9% | $13,005-99.9% | $13,402-99.9% |