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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 | $19,236 | $114,119-83.1% | $107,187-82.1% | $138,895-86.2% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 11.46% | 273.21%-261.8pp | 204.55%-193.1pp | 145.39%-133.9pp |
| Employer contribution / active EE | $1,143 | $4,059-71.8% | $3,782-69.8% | $4,194-72.7% |
| Participant deferral / active EE | $1,143 | $5,538-79.4% | $5,096-77.6% | $6,396-82.1% |
| Admin fee / account holder | $150 | $10,024-98.5% | $9,162-98.4% | $12,562-98.8% |