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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 | $75,083 | $166,242-54.8% | $165,071-54.5% | $145,884-48.5% |
| Participation rate | 38.1% | 82.0%-43.9pp | 78.6%-40.5pp | 80.3%-42.2pp |
| Annual return | 11.09% | 100.44%-89.4pp | 70.17%-59.1pp | 551.85%-540.8pp |
| Employer contribution / active EE | $1,370 | $5,283-74.1% | $4,347-68.5% | $4,662-70.6% |
| Participant deferral / active EE | $1,983 | $6,964-71.5% | $6,035-67.1% | $6,690-70.4% |
| Admin fee / account holder | $80 | $16,658-99.5% | $12,695-99.4% | $13,392-99.4% |