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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 | $46,881 | $157,296-70.2% | $141,191-66.8% | $152,897-69.3% |
| Participation rate | 43.8% | 84.8%-41.1pp | 82.5%-38.7pp | 82.5%-38.7pp |
| Annual return | 20.48% | 64.34%-43.9pp | 71.41%-50.9pp | 345.43%-325.0pp |
| Employer contribution / active EE | $1,003 | $5,262-80.9% | $4,736-78.8% | $4,764-78.9% |
| Participant deferral / active EE | $1,630 | $7,111-77.1% | $6,710-75.7% | $5,851-72.1% |
| Admin fee / account holder | $116 | $12,125-99.0% | $10,264-98.9% | $11,599-99.0% |