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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 | $44,868 | $212,386-78.9% | $199,883-77.6% | $138,895-67.7% |
| Participation rate | 41.2% | 87.4%-46.2pp | 86.8%-45.6pp | 79.9%-38.7pp |
| Annual return | 18.63% | 47.75%-29.1pp | 43.81%-25.2pp | 145.39%-126.8pp |
| Employer contribution / active EE | $1,438 | $6,625-78.3% | $6,261-77.0% | $4,194-65.7% |
| Participant deferral / active EE | $2,279 | $9,617-76.3% | $9,138-75.1% | $6,396-64.4% |
| Admin fee / account holder | $262 | $18,233-98.6% | $17,268-98.5% | $12,562-97.9% |