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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 | $17,856 | $160,028-88.8% | $147,080-87.9% | $145,884-87.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 12.56% | 98.60%-86.0pp | 420.17%-407.6pp | 551.85%-539.3pp |
| Employer contribution / active EE | $1,595 | $5,286-69.8% | $4,933-67.7% | $4,662-65.8% |
| Participant deferral / active EE | $2,393 | $8,422-71.6% | $8,066-70.3% | $6,690-64.2% |
| Admin fee / account holder | $119 | $15,030-99.2% | $12,989-99.1% | $13,392-99.1% |