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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 | $26,927 | $148,623-81.9% | $135,974-80.2% | $139,466-80.7% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 17.54% | 79.30%-61.8pp | 68.30%-50.8pp | 373.66%-356.1pp |
| Employer contribution / active EE | $1,366 | $5,246-74.0% | $4,859-71.9% | $4,754-71.3% |
| Participant deferral / active EE | $1,708 | $8,103-78.9% | $7,760-78.0% | $6,712-74.6% |
| Admin fee / account holder | $100 | $12,406-99.2% | $10,767-99.1% | $11,409-99.1% |