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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 | $43,765 | $183,539-76.2% | $155,556-71.9% | $145,897-70.0% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 11.39% | 61.31%-49.9pp | 64.84%-53.5pp | 552.29%-540.9pp |
| Employer contribution / active EE | $1,115 | $5,315-79.0% | $4,675-76.2% | $4,663-76.1% |
| Participant deferral / active EE | $1,809 | $6,467-72.0% | $5,631-67.9% | $6,689-73.0% |
| Admin fee / account holder | $9 | $19,275-100.0% | $15,885-99.9% | $13,390-99.9% |