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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 | $50,871 | $185,312-72.5% | $161,489-68.5% | $154,746-67.1% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 16.18% | 103.84%-87.7pp | 89.72%-73.5pp | 172.34%-156.2pp |
| Employer contribution / active EE | $1,741 | $4,769-63.5% | $4,268-59.2% | $4,379-60.2% |
| Participant deferral / active EE | $363 | $6,350-94.3% | $5,630-93.6% | $6,730-94.6% |
| Admin fee / account holder | $20 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |