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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 | $23,435 | $148,558-84.2% | $135,925-82.8% | $139,427-83.2% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 21.21% | 79.22%-58.0pp | 68.25%-47.0pp | 373.27%-352.1pp |
| Employer contribution / active EE | $1,770 | $5,244-66.2% | $4,857-63.6% | $4,752-62.7% |
| Participant deferral / active EE | $2,453 | $8,101-69.7% | $7,759-68.4% | $6,711-63.5% |
| Admin fee / account holder | $19 | $12,401-99.8% | $10,764-99.8% | $11,404-99.8% |