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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 | $158,234 | $124,314+27.3% | $109,163+45.0% | $167,518-5.5% |
| Participation rate | 25.0% | 79.4%-54.4pp | 75.9%-50.9pp | 82.1%-57.1pp |
| Annual return | 13.53% | 26.04%-12.5pp | 25.75%-12.2pp | 478.71%-465.2pp |
| Employer contribution / active EE | $1,342 | $4,209-68.1% | $3,723-63.9% | $4,838-72.3% |
| Participant deferral / active EE | $1,325 | $5,256-74.8% | $4,654-71.5% | $6,342-79.1% |
| Admin fee / account holder | $20 | $7,973-99.7% | $6,754-99.7% | $12,312-99.8% |