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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 | $25,779 | $157,296-83.6% | $141,191-81.7% | $152,897-83.1% |
| Participation rate | 45.0% | 84.8%-39.8pp | 82.5%-37.5pp | 82.5%-37.5pp |
| Annual return | 60.37% | 64.34%-4.0pp | 71.41%-11.0pp | 345.43%-285.1pp |
| Employer contribution / active EE | $1,500 | $5,262-71.5% | $4,736-68.3% | $4,764-68.5% |
| Participant deferral / active EE | $2,167 | $7,111-69.5% | $6,710-67.7% | $5,851-63.0% |
| Admin fee / account holder | $82 | $12,125-99.3% | $10,264-99.2% | $11,599-99.3% |