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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 | $44,031 | $197,625-77.7% | $177,840-75.2% | $158,966-72.3% |
| Participation rate | 64.7% | 88.5%-23.8pp | 87.7%-23.0pp | 82.0%-17.3pp |
| Annual return | 18.66% | 58.76%-40.1pp | 48.32%-29.7pp | 302.95%-284.3pp |
| Employer contribution / active EE | $1,662 | $6,698-75.2% | $5,919-71.9% | $4,762-65.1% |
| Participant deferral / active EE | $2,261 | $8,405-73.1% | $7,714-70.7% | $5,983-62.2% |
| Admin fee / account holder | $21 | $15,405-99.9% | $12,431-99.8% | $11,250-99.8% |