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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 | $42,778 | $176,120-75.7% | $159,487-73.2% | $167,553-74.5% |
| Participation rate | 42.9% | 85.0%-42.1pp | 82.8%-40.0pp | 82.1%-39.3pp |
| Annual return | 15.77% | 331.95%-316.2pp | 263.71%-247.9pp | 478.89%-463.1pp |
| Employer contribution / active EE | $1,543 | $5,299-70.9% | $4,831-68.1% | $4,840-68.1% |
| Participant deferral / active EE | $2,561 | $7,752-67.0% | $7,354-65.2% | $6,343-59.6% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |