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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 | $68,927 | $157,304-56.2% | $141,197-51.2% | $152,909-54.9% |
| Participation rate | 37.5% | 84.8%-47.3pp | 82.5%-45.0pp | 82.5%-45.0pp |
| Annual return | 25.94% | 64.34%-38.4pp | 71.41%-45.5pp | 345.46%-319.5pp |
| Employer contribution / active EE | $998 | $5,263-81.0% | $4,736-78.9% | $4,764-79.0% |
| Participant deferral / active EE | $1,813 | $7,111-74.5% | $6,710-73.0% | $5,851-69.0% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |