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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 | $60,621 | $183,539-67.0% | $155,556-61.0% | $145,897-58.4% |
| Participation rate | 20.0% | 82.7%-62.7pp | 78.2%-58.2pp | 80.3%-60.3pp |
| Annual return | 15.68% | 61.31%-45.6pp | 64.84%-49.2pp | 552.29%-536.6pp |
| Employer contribution / active EE | $1,263 | $5,315-76.2% | $4,675-73.0% | $4,663-72.9% |
| Participant deferral / active EE | $1,263 | $6,467-80.5% | $5,631-77.6% | $6,689-81.1% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |