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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 | $24,982 | $157,276-84.1% | $141,177-82.3% | $152,885-83.7% |
| Participation rate | 27.3% | 84.8%-57.5pp | 82.5%-55.2pp | 82.5%-55.2pp |
| Annual return | 30.52% | 64.33%-33.8pp | 71.40%-40.9pp | 345.39%-314.9pp |
| Employer contribution / active EE | $1,079 | $5,262-79.5% | $4,736-77.2% | $4,763-77.3% |
| Participant deferral / active EE | $1,923 | $7,110-73.0% | $6,710-71.3% | $5,851-67.1% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |