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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 | $135,679 | $197,603-31.3% | $177,827-23.7% | $158,950-14.6% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 20.22% | 58.76%-38.5pp | 48.32%-28.1pp | 302.91%-282.7pp |
| Employer contribution / active EE | $1,617 | $6,698-75.9% | $5,918-72.7% | $4,762-66.1% |
| Participant deferral / active EE | $1,617 | $8,404-80.8% | $7,713-79.0% | $5,983-73.0% |
| Admin fee / account holder | $0 | $15,402-100.0% | $12,429-100.0% | $11,248-100.0% |