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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 | $43,309 | $148,582-70.9% | $135,942-68.1% | $139,456-68.9% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 22.32% | 79.26%-56.9pp | 68.28%-46.0pp | 373.45%-351.1pp |
| Employer contribution / active EE | $1,458 | $5,245-72.2% | $4,858-70.0% | $4,753-69.3% |
| Participant deferral / active EE | $1,935 | $8,101-76.1% | $7,759-75.1% | $6,711-71.2% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |