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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 | $88,738 | $125,237-29.1% | $105,608-16.0% | $145,877-39.2% |
| Participation rate | 42.9% | 77.7%-34.8pp | 75.3%-32.4pp | 80.3%-37.4pp |
| Annual return | 11.95% | 225.76%-213.8pp | 116.50%-104.6pp | 551.28%-539.3pp |
| Employer contribution / active EE | $1,006 | $3,720-73.0% | $3,167-68.2% | $4,663-78.4% |
| Participant deferral / active EE | $1,302 | $5,711-77.2% | $5,010-74.0% | $6,691-80.5% |
| Admin fee / account holder | $204 | $17,287-98.8% | $11,028-98.2% | $13,402-98.5% |