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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 | $28,243 | $129,737-78.2% | $119,126-76.3% | $154,746-81.7% |
| Participation rate | 23.5% | 78.9%-55.3pp | 75.8%-52.2pp | 80.7%-57.2pp |
| Annual return | 27.76% | 379.08%-351.3pp | 282.11%-254.3pp | 172.34%-144.6pp |
| Employer contribution / active EE | $1,626 | $4,375-62.8% | $4,034-59.7% | $4,379-62.9% |
| Participant deferral / active EE | $1,659 | $5,842-71.6% | $5,318-68.8% | $6,730-75.3% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |