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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 | $28,213 | $185,312-84.8% | $161,489-82.5% | $154,746-81.8% |
| Participation rate | 52.9% | 82.5%-29.5pp | 78.7%-25.8pp | 80.7%-27.8pp |
| Annual return | 13.00% | 103.84%-90.8pp | 89.72%-76.7pp | 172.34%-159.3pp |
| Employer contribution / active EE | $1,527 | $4,769-68.0% | $4,268-64.2% | $4,379-65.1% |
| Participant deferral / active EE | $579 | $6,350-90.9% | $5,630-89.7% | $6,730-91.4% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |