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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 | $64,823 | $148,623-56.4% | $135,974-52.3% | $139,466-53.5% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 21.93% | 79.30%-57.4pp | 68.30%-46.4pp | 373.66%-351.7pp |
| Employer contribution / active EE | $1,603 | $5,246-69.4% | $4,859-67.0% | $4,754-66.3% |
| Participant deferral / active EE | $2,474 | $8,103-69.5% | $7,760-68.1% | $6,712-63.1% |
| Admin fee / account holder | $114 | $12,406-99.1% | $10,767-98.9% | $11,409-99.0% |