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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 | $67,269 | $157,304-57.2% | $141,197-52.4% | $152,909-56.0% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 23.19% | 64.34%-41.1pp | 71.41%-48.2pp | 345.46%-322.3pp |
| Employer contribution / active EE | $1,978 | $5,263-62.4% | $4,736-58.2% | $4,764-58.5% |
| Participant deferral / active EE | $1,978 | $7,111-72.2% | $6,710-70.5% | $5,851-66.2% |
| Admin fee / account holder | $141 | $12,126-98.8% | $10,265-98.6% | $11,601-98.8% |