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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 | $63,341 | $148,629-57.4% | $135,982-53.4% | $139,487-54.6% |
| Participation rate | 14.3% | 83.9%-69.6pp | 81.9%-67.6pp | 80.3%-66.1pp |
| Annual return | 17.54% | 79.33%-61.8pp | 68.32%-50.8pp | 373.84%-356.3pp |
| Employer contribution / active EE | $1,325 | $5,247-74.7% | $4,859-72.7% | $4,755-72.1% |
| Participant deferral / active EE | $1,325 | $8,102-83.6% | $7,760-82.9% | $6,713-80.3% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |