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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 | $22,839 | $162,136-85.9% | $152,301-85.0% | $154,746-85.2% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 17.01% | 91.02%-74.0pp | 80.50%-63.5pp | 172.34%-155.3pp |
| Employer contribution / active EE | $1,077 | $4,890-78.0% | $4,624-76.7% | $4,379-75.4% |
| Participant deferral / active EE | $1,275 | $8,341-84.7% | $8,004-84.1% | $6,730-81.1% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |