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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 | $30,207 | $129,737-76.7% | $119,126-74.6% | $154,746-80.5% |
| Participation rate | 62.5% | 78.9%-16.4pp | 75.8%-13.3pp | 80.7%-18.2pp |
| Annual return | 17.80% | 379.08%-361.3pp | 282.11%-264.3pp | 172.34%-154.5pp |
| Employer contribution / active EE | $1,106 | $4,375-74.7% | $4,034-72.6% | $4,379-74.7% |
| Participant deferral / active EE | $1,825 | $5,842-68.8% | $5,318-65.7% | $6,730-72.9% |
| Admin fee / account holder | $22 | $11,961-99.8% | $10,693-99.8% | $14,365-99.8% |