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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 | $32,470 | $175,231-81.5% | $149,696-78.3% | $139,466-76.7% |
| Participation rate | 42.9% | 83.4%-40.5pp | 78.8%-35.9pp | 80.3%-37.5pp |
| Annual return | 21.49% | 166.77%-145.3pp | 134.46%-113.0pp | 373.66%-352.2pp |
| Employer contribution / active EE | $1,084 | $5,478-80.2% | $4,821-77.5% | $4,754-77.2% |
| Participant deferral / active EE | $1,844 | $6,521-71.7% | $5,682-67.5% | $6,712-72.5% |
| Admin fee / account holder | $240 | $16,155-98.5% | $13,212-98.2% | $11,409-97.9% |