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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 | $31,717 | $183,539-82.7% | $155,556-79.6% | $145,897-78.3% |
| Participation rate | 42.9% | 82.7%-39.9pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 11.86% | 61.31%-49.4pp | 64.84%-53.0pp | 552.29%-540.4pp |
| Employer contribution / active EE | $1,093 | $5,315-79.4% | $4,675-76.6% | $4,663-76.6% |
| Participant deferral / active EE | $1,116 | $6,467-82.7% | $5,631-80.2% | $6,689-83.3% |
| Admin fee / account holder | $115 | $19,275-99.4% | $15,885-99.3% | $13,390-99.1% |