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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 | $22,186 | $148,629-85.1% | $135,982-83.7% | $139,487-84.1% |
| Participation rate | 28.6% | 83.9%-55.3pp | 81.9%-53.4pp | 80.3%-51.8pp |
| Annual return | 26.10% | 79.33%-53.2pp | 68.32%-42.2pp | 373.84%-347.7pp |
| Employer contribution / active EE | $1,176 | $5,247-77.6% | $4,859-75.8% | $4,755-75.3% |
| Participant deferral / active EE | $2,473 | $8,102-69.5% | $7,760-68.1% | $6,713-63.2% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |