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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 | $30,937 | $162,136-80.9% | $152,301-79.7% | $154,746-80.0% |
| Participation rate | 58.8% | 84.1%-25.3pp | 82.4%-23.6pp | 80.7%-21.9pp |
| Annual return | 20.10% | 91.02%-70.9pp | 80.50%-60.4pp | 172.34%-152.2pp |
| Employer contribution / active EE | $2,039 | $4,890-58.3% | $4,624-55.9% | $4,379-53.4% |
| Participant deferral / active EE | $2,335 | $8,341-72.0% | $8,004-70.8% | $6,730-65.3% |
| Admin fee / account holder | $280 | $15,759-98.2% | $14,398-98.1% | $14,365-98.1% |