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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 | $37,412 | $165,399-77.4% | $149,745-75.0% | $158,982-76.5% |
| Participation rate | 28.6% | 84.6%-56.0pp | 82.5%-53.9pp | 82.0%-53.4pp |
| Annual return | 23.27% | 348.34%-325.1pp | 276.72%-253.4pp | 302.99%-279.7pp |
| Employer contribution / active EE | $1,300 | $5,105-74.5% | $4,646-72.0% | $4,763-72.7% |
| Participant deferral / active EE | $2,265 | $7,183-68.5% | $6,843-66.9% | $5,983-62.1% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |