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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 | $56,587 | $176,071-67.9% | $159,450-64.5% | $167,497-66.2% |
| Participation rate | 69.2% | 84.9%-15.7pp | 82.8%-13.6pp | 82.1%-12.9pp |
| Annual return | 17.16% | 331.79%-314.6pp | 263.60%-246.4pp | 478.62%-461.5pp |
| Employer contribution / active EE | $1,907 | $5,298-64.0% | $4,830-60.5% | $4,838-60.6% |
| Participant deferral / active EE | $2,007 | $7,750-74.1% | $7,352-72.7% | $6,341-68.4% |
| Admin fee / account holder | $160 | $12,555-98.7% | $10,800-98.5% | $12,310-98.7% |