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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 | $156,398+3.6% | $147,318+10.0% | $138,895+16.6% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 15.60% | 78.75%-63.1pp | 70.43%-54.8pp | 145.39%-129.8pp |
| Employer contribution / active EE | $1,364 | $4,853-71.9% | $4,593-70.3% | $4,194-67.5% |
| Participant deferral / active EE | $1,653 | $8,237-79.9% | $7,906-79.1% | $6,396-74.2% |
| Admin fee / account holder | $24 | $14,976-99.8% | $13,708-99.8% | $12,562-99.8% |