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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 | $48,915 | $183,627-73.4% | $155,602-68.6% | $145,978-66.5% |
| Participation rate | 30.0% | 82.7%-52.7pp | 78.2%-48.2pp | 80.3%-50.3pp |
| Annual return | 16.21% | 61.32%-45.1pp | 64.81%-48.6pp | 550.52%-534.3pp |
| Employer contribution / active EE | $1,051 | $5,316-80.2% | $4,675-77.5% | $4,662-77.4% |
| Participant deferral / active EE | $1,589 | $6,466-75.4% | $5,629-71.8% | $6,690-76.2% |
| Admin fee / account holder | $17 | $19,327-99.9% | $15,923-99.9% | $13,400-99.9% |