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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 | $58,671 | $165,361-64.5% | $149,715-60.8% | $158,950-63.1% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 23.09% | 348.24%-325.1pp | 276.66%-253.6pp | 302.91%-279.8pp |
| Employer contribution / active EE | $1,838 | $5,103-64.0% | $4,645-60.4% | $4,762-61.4% |
| Participant deferral / active EE | $1,838 | $7,182-74.4% | $6,842-73.1% | $5,983-69.3% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |