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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 | $54,935 | $165,381-66.8% | $149,730-63.3% | $158,966-65.4% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 13.15% | 348.29%-335.1pp | 276.70%-263.5pp | 302.95%-289.8pp |
| Employer contribution / active EE | $1,026 | $5,104-79.9% | $4,645-77.9% | $4,762-78.5% |
| Participant deferral / active EE | $1,443 | $7,182-79.9% | $6,843-78.9% | $5,983-75.9% |
| Admin fee / account holder | $165 | $10,809-98.5% | $9,310-98.2% | $11,250-98.5% |