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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 | $114,119-82.6% | $107,187-81.5% | $138,895-85.7% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 79.9%-19.9pp |
| Annual return | 14.83% | 273.21%-258.4pp | 204.55%-189.7pp | 145.39%-130.6pp |
| Employer contribution / active EE | $1,146 | $4,059-71.8% | $3,782-69.7% | $4,194-72.7% |
| Participant deferral / active EE | $1,370 | $5,538-75.3% | $5,096-73.1% | $6,396-78.6% |
| Admin fee / account holder | $56 | $10,024-99.4% | $9,162-99.4% | $12,562-99.6% |