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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 | $126,989 | $162,136-21.7% | $152,301-16.6% | $154,746-17.9% |
| Participation rate | 55.6% | 84.1%-28.6pp | 82.4%-26.9pp | 80.7%-25.1pp |
| Annual return | 16.89% | 91.02%-74.1pp | 80.50%-63.6pp | 172.34%-155.4pp |
| Employer contribution / active EE | $1,188 | $4,890-75.7% | $4,624-74.3% | $4,379-72.9% |
| Participant deferral / active EE | $1,249 | $8,341-85.0% | $8,004-84.4% | $6,730-81.4% |
| Admin fee / account holder | $115 | $15,759-99.3% | $14,398-99.2% | $14,365-99.2% |