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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 | $30,719 | $183,516-83.3% | $155,534-80.2% | $145,884-78.9% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 14.60% | 61.43%-46.8pp | 64.92%-50.3pp | 551.85%-537.2pp |
| Employer contribution / active EE | $1,160 | $5,315-78.2% | $4,675-75.2% | $4,662-75.1% |
| Participant deferral / active EE | $1,740 | $6,467-73.1% | $5,630-69.1% | $6,690-74.0% |
| Admin fee / account holder | $150 | $19,293-99.2% | $15,900-99.1% | $13,392-98.9% |