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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 | $22,485 | $165,381-86.4% | $149,730-85.0% | $158,966-85.9% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 28.11% | 348.29%-320.2pp | 276.70%-248.6pp | 302.95%-274.8pp |
| Employer contribution / active EE | $958 | $5,104-81.2% | $4,645-79.4% | $4,762-79.9% |
| Participant deferral / active EE | $2,109 | $7,182-70.6% | $6,843-69.2% | $5,983-64.7% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |