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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 | $35,993 | $183,627-80.4% | $155,602-76.9% | $145,978-75.3% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 9.56% | 61.32%-51.8pp | 64.81%-55.2pp | 550.52%-541.0pp |
| Employer contribution / active EE | $1,386 | $5,316-73.9% | $4,675-70.4% | $4,662-70.3% |
| Participant deferral / active EE | $1,769 | $6,466-72.6% | $5,629-68.6% | $6,690-73.6% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |