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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 | $157,179 | $217,427-27.7% | $185,837-15.4% | $167,518-6.2% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 33.35% | 148.39%-115.0pp | 122.08%-88.7pp | 478.71%-445.4pp |
| Employer contribution / active EE | $1,426 | $5,874-75.7% | $5,168-72.4% | $4,838-70.5% |
| Participant deferral / active EE | $1,426 | $6,357-77.6% | $5,568-74.4% | $6,342-77.5% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |