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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 | $111,149 | $162,812-31.7% | $133,971-17.0% | $158,966-30.1% |
| Participation rate | 57.1% | 83.2%-26.1pp | 79.8%-22.7pp | 82.0%-24.8pp |
| Annual return | 17.58% | 41.94%-24.4pp | 45.09%-27.5pp | 302.95%-285.4pp |
| Employer contribution / active EE | $1,511 | $4,976-69.6% | $3,919-61.4% | $4,762-68.3% |
| Participant deferral / active EE | $1,511 | $5,910-74.4% | $5,047-70.1% | $5,983-74.7% |
| Admin fee / account holder | $30 | $11,741-99.7% | $8,929-99.7% | $11,250-99.7% |