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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 | $52,053 | $165,381-68.5% | $149,730-65.2% | $158,966-67.3% |
| Participation rate | 44.4% | 84.6%-40.1pp | 82.5%-38.0pp | 82.0%-37.5pp |
| Annual return | 9.71% | 348.29%-338.6pp | 276.70%-267.0pp | 302.95%-293.2pp |
| Employer contribution / active EE | $933 | $5,104-81.7% | $4,645-79.9% | $4,762-80.4% |
| Participant deferral / active EE | $1,044 | $7,182-85.5% | $6,843-84.7% | $5,983-82.6% |
| Admin fee / account holder | $4 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |