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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 | $22,455 | $160,040-86.0% | $147,096-84.7% | $145,877-84.6% |
| Participation rate | 61.5% | 84.0%-22.5pp | 82.2%-20.6pp | 80.3%-18.8pp |
| Annual return | 13.18% | 98.49%-85.3pp | 419.75%-406.6pp | 551.28%-538.1pp |
| Employer contribution / active EE | $1,068 | $5,289-79.8% | $4,936-78.4% | $4,663-77.1% |
| Participant deferral / active EE | $2,476 | $8,429-70.6% | $8,071-69.3% | $6,691-63.0% |
| Admin fee / account holder | $229 | $15,050-98.5% | $13,005-98.2% | $13,402-98.3% |