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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 | $91,849 | $134,817-31.9% | $123,973-25.9% | $155,188-40.8% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.7%-14.2pp | 80.8%-18.3pp |
| Annual return | 17.00% | 515.49%-498.5pp | 388.13%-371.1pp | 148.84%-131.8pp |
| Employer contribution / active EE | $1,431 | $4,425-67.7% | $4,126-65.3% | $4,248-66.3% |
| Participant deferral / active EE | $1,491 | $5,706-73.9% | $5,247-71.6% | $6,531-77.2% |
| Admin fee / account holder | $102 | $13,245-99.2% | $11,799-99.1% | $14,480-99.3% |