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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 | $85,348 | $157,296-45.7% | $141,191-39.6% | $152,897-44.2% |
| Participation rate | 58.8% | 84.8%-26.0pp | 82.5%-23.7pp | 82.5%-23.6pp |
| Annual return | 27.24% | 64.34%-37.1pp | 71.41%-44.2pp | 345.43%-318.2pp |
| Employer contribution / active EE | $1,196 | $5,262-77.3% | $4,736-74.8% | $4,764-74.9% |
| Participant deferral / active EE | $1,490 | $7,111-79.0% | $6,710-77.8% | $5,851-74.5% |
| Admin fee / account holder | $1 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |