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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 | $29,751 | $177,156-83.2% | $147,027-79.8% | $154,746-80.8% |
| Participation rate | 25.0% | 79.4%-54.4pp | 73.7%-48.7pp | 80.7%-55.7pp |
| Annual return | 26.25% | 21.94%+4.3pp | 20.23%+6.0pp | 172.34%-146.1pp |
| Employer contribution / active EE | $1,291 | $4,336-70.2% | $3,626-64.4% | $4,379-70.5% |
| Participant deferral / active EE | $1,313 | $5,797-77.4% | $4,933-73.4% | $6,730-80.5% |
| Admin fee / account holder | $0 | $14,904-100.0% | $12,223-100.0% | $14,365-100.0% |