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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 | $41,486 | $175,259-76.3% | $149,723-72.3% | $139,487-70.3% |
| Participation rate | 20.0% | 83.4%-63.4pp | 78.8%-58.8pp | 80.3%-60.3pp |
| Annual return | 25.16% | 166.82%-141.7pp | 134.50%-109.3pp | 373.84%-348.7pp |
| Employer contribution / active EE | $1,198 | $5,478-78.1% | $4,821-75.2% | $4,755-74.8% |
| Participant deferral / active EE | $1,198 | $6,522-81.6% | $5,682-78.9% | $6,713-82.2% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |