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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 | $28,543 | $184,014-84.5% | $161,149-82.3% | $138,895-79.4% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.8%-12.2pp | 79.9%-13.3pp |
| Annual return | 16.65% | 21.52%-4.9pp | 21.16%-4.5pp | 145.39%-128.7pp |
| Employer contribution / active EE | $1,157 | $5,055-77.1% | $4,360-73.5% | $4,194-72.4% |
| Participant deferral / active EE | $1,228 | $6,909-82.2% | $6,153-80.0% | $6,396-80.8% |
| Admin fee / account holder | $142 | $18,027-99.2% | $15,194-99.1% | $12,562-98.9% |