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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 | $39,491 | $148,623-73.4% | $135,974-71.0% | $139,466-71.7% |
| Participation rate | 61.5% | 83.9%-22.3pp | 81.9%-20.4pp | 80.3%-18.8pp |
| Annual return | 19.26% | 79.30%-60.0pp | 68.30%-49.0pp | 373.66%-354.4pp |
| Employer contribution / active EE | $1,347 | $5,246-74.3% | $4,859-72.3% | $4,754-71.7% |
| Participant deferral / active EE | $2,469 | $8,103-69.5% | $7,760-68.2% | $6,712-63.2% |
| Admin fee / account holder | $200 | $12,406-98.4% | $10,767-98.1% | $11,409-98.2% |