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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 | $32,841 | $157,304-79.1% | $141,197-76.7% | $152,909-78.5% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 24.79% | 64.34%-39.6pp | 71.41%-46.6pp | 345.46%-320.7pp |
| Employer contribution / active EE | $1,771 | $5,263-66.3% | $4,736-62.6% | $4,764-62.8% |
| Participant deferral / active EE | $1,771 | $7,111-75.1% | $6,710-73.6% | $5,851-69.7% |
| Admin fee / account holder | $119 | $12,126-99.0% | $10,265-98.8% | $11,601-99.0% |