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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 | $84,491 | $160,028-47.2% | $147,080-42.6% | $145,884-42.1% |
| Participation rate | 43.8% | 84.0%-40.3pp | 82.2%-38.4pp | 80.3%-36.6pp |
| Annual return | 19.44% | 98.60%-79.2pp | 420.17%-400.7pp | 551.85%-532.4pp |
| Employer contribution / active EE | $1,282 | $5,286-75.8% | $4,933-74.0% | $4,662-72.5% |
| Participant deferral / active EE | $1,787 | $8,422-78.8% | $8,066-77.8% | $6,690-73.3% |
| Admin fee / account holder | $15 | $15,030-99.9% | $12,989-99.9% | $13,392-99.9% |