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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 | $16,584 | $154,228-89.2% | $145,433-88.6% | $137,256-87.9% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 27.32% | 74.59%-47.3pp | 66.58%-39.3pp | 220.34%-193.0pp |
| Employer contribution / active EE | $1,538 | $4,804-68.0% | $4,554-66.2% | $4,156-63.0% |
| Participant deferral / active EE | $1,813 | $8,216-77.9% | $7,897-77.0% | $6,407-71.7% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |