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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 | $162,011 | $162,136-0.1% | $152,301+6.4% | $154,746+4.7% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 15.60% | 91.02%-75.4pp | 80.50%-64.9pp | 172.34%-156.7pp |
| Employer contribution / active EE | $1,364 | $4,890-72.1% | $4,624-70.5% | $4,379-68.9% |
| Participant deferral / active EE | $1,653 | $8,341-80.2% | $8,004-79.3% | $6,730-75.4% |
| Admin fee / account holder | $24 | $15,759-99.8% | $14,398-99.8% | $14,365-99.8% |