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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 | $36,116 | $184,014-80.4% | $161,149-77.6% | $138,895-74.0% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.8%-12.2pp | 79.9%-13.3pp |
| Annual return | 23.06% | 21.52%+1.5pp | 21.16%+1.9pp | 145.39%-122.3pp |
| Employer contribution / active EE | $1,179 | $5,055-76.7% | $4,360-73.0% | $4,194-71.9% |
| Participant deferral / active EE | $1,179 | $6,909-82.9% | $6,153-80.8% | $6,396-81.6% |
| Admin fee / account holder | $0 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |