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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 | $30,705 | $162,136-81.1% | $152,301-79.8% | $154,746-80.2% |
| Participation rate | 41.7% | 84.1%-42.4pp | 82.4%-40.8pp | 80.7%-39.0pp |
| Annual return | 21.28% | 91.02%-69.7pp | 80.50%-59.2pp | 172.34%-151.1pp |
| Employer contribution / active EE | $1,119 | $4,890-77.1% | $4,624-75.8% | $4,379-74.4% |
| Participant deferral / active EE | $1,818 | $8,341-78.2% | $8,004-77.3% | $6,730-73.0% |
| Admin fee / account holder | $30 | $15,759-99.8% | $14,398-99.8% | $14,365-99.8% |