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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 | $34,119 | $165,361-79.4% | $149,715-77.2% | $158,950-78.5% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 24.88% | 348.24%-323.4pp | 276.66%-251.8pp | 302.91%-278.0pp |
| Employer contribution / active EE | $4,650 | $5,103-8.9% | $4,645+0.1% | $4,762-2.3% |
| Participant deferral / active EE | $451 | $7,182-93.7% | $6,842-93.4% | $5,983-92.5% |
| Admin fee / account holder | $69 | $10,808-99.4% | $9,310-99.3% | $11,248-99.4% |