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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 | $75,911 | $148,623-48.9% | $135,974-44.2% | $139,466-45.6% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 17.22% | 79.30%-62.1pp | 68.30%-51.1pp | 373.66%-356.4pp |
| Employer contribution / active EE | $1,748 | $5,246-66.7% | $4,859-64.0% | $4,754-63.2% |
| Participant deferral / active EE | $1,884 | $8,103-76.7% | $7,760-75.7% | $6,712-71.9% |
| Admin fee / account holder | $74 | $12,406-99.4% | $10,767-99.3% | $11,409-99.4% |