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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 | $34,961 | $196,972-82.3% | $182,262-80.8% | $198,609-82.4% |
| Participation rate | 61.5% | 85.7%-24.2pp | 84.2%-22.7pp | 82.4%-20.8pp |
| Annual return | 18.83% | 158.27%-139.4pp | 140.60%-121.8pp | 202.70%-183.9pp |
| Employer contribution / active EE | $1,837 | $5,364-65.8% | $5,046-63.6% | $5,055-63.7% |
| Participant deferral / active EE | $2,961 | $8,643-65.7% | $8,276-64.2% | $6,977-57.6% |
| Admin fee / account holder | $170 | $18,429-99.1% | $16,712-99.0% | $19,030-99.1% |