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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 | $58,115 | $148,623-60.9% | $135,974-57.3% | $139,466-58.3% |
| Participation rate | 23.5% | 83.9%-60.3pp | 81.9%-58.4pp | 80.3%-56.8pp |
| Annual return | 19.61% | 79.30%-59.7pp | 68.30%-48.7pp | 373.66%-354.0pp |
| Employer contribution / active EE | $1,183 | $5,246-77.5% | $4,859-75.7% | $4,754-75.1% |
| Participant deferral / active EE | $1,709 | $8,103-78.9% | $7,760-78.0% | $6,712-74.5% |
| Admin fee / account holder | $216 | $12,406-98.3% | $10,767-98.0% | $11,409-98.1% |