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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 | $64,308 | $102,828-37.5% | $105,387-39.0% | $152,909-57.9% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 22.64% | 20.85%+1.8pp | 26.82%-4.2pp | 345.46%-322.8pp |
| Employer contribution / active EE | $1,373 | $4,473-69.3% | $4,213-67.4% | $4,764-71.2% |
| Participant deferral / active EE | $1,515 | $5,465-72.3% | $5,502-72.5% | $5,851-74.1% |
| Admin fee / account holder | $0 | $8,683-100.0% | $6,559-100.0% | $11,601-100.0% |