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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 | $25,532 | $157,296-83.8% | $141,191-81.9% | $152,897-83.3% |
| Participation rate | 69.2% | 84.8%-15.6pp | 82.5%-13.2pp | 82.5%-13.2pp |
| Annual return | 34.76% | 64.34%-29.6pp | 71.41%-36.7pp | 345.43%-310.7pp |
| Employer contribution / active EE | $1,645 | $5,262-68.7% | $4,736-65.3% | $4,764-65.5% |
| Participant deferral / active EE | $2,261 | $7,111-68.2% | $6,710-66.3% | $5,851-61.4% |
| Admin fee / account holder | $162 | $12,125-98.7% | $10,264-98.4% | $11,599-98.6% |