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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 | $168,594 | $157,296+7.2% | $141,191+19.4% | $152,897+10.3% |
| Participation rate | 28.6% | 84.8%-56.3pp | 82.5%-53.9pp | 82.5%-53.9pp |
| Annual return | 24.68% | 64.34%-39.7pp | 71.41%-46.7pp | 345.43%-320.7pp |
| Employer contribution / active EE | $1,136 | $5,262-78.4% | $4,736-76.0% | $4,764-76.2% |
| Participant deferral / active EE | $1,286 | $7,111-81.9% | $6,710-80.8% | $5,851-78.0% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |