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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 | $19,863 | $129,737-84.7% | $119,126-83.3% | $154,746-87.2% |
| Participation rate | 60.0% | 78.9%-18.9pp | 75.8%-15.8pp | 80.7%-20.7pp |
| Annual return | 14.83% | 379.08%-364.3pp | 282.11%-267.3pp | 172.34%-157.5pp |
| Employer contribution / active EE | $1,146 | $4,375-73.8% | $4,034-71.6% | $4,379-73.8% |
| Participant deferral / active EE | $1,370 | $5,842-76.5% | $5,318-74.2% | $6,730-79.6% |
| Admin fee / account holder | $56 | $11,961-99.5% | $10,693-99.5% | $14,365-99.6% |