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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 | $57,168 | $157,304-63.7% | $141,197-59.5% | $152,909-62.6% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.5%-42.5pp |
| Annual return | 24.31% | 64.34%-40.0pp | 71.41%-47.1pp | 345.46%-321.2pp |
| Employer contribution / active EE | $1,515 | $5,263-71.2% | $4,736-68.0% | $4,764-68.2% |
| Participant deferral / active EE | $2,225 | $7,111-68.7% | $6,710-66.8% | $5,851-62.0% |
| Admin fee / account holder | $225 | $12,126-98.1% | $10,265-97.8% | $11,601-98.1% |