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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 | $31,695 | $162,136-80.5% | $152,301-79.2% | $154,746-79.5% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 16.69% | 91.02%-74.3pp | 80.50%-63.8pp | 172.34%-155.7pp |
| Employer contribution / active EE | $2,511 | $4,890-48.7% | $4,624-45.7% | $4,379-42.7% |
| Participant deferral / active EE | $2,611 | $8,341-68.7% | $8,004-67.4% | $6,730-61.2% |
| Admin fee / account holder | $179 | $15,759-98.9% | $14,398-98.8% | $14,365-98.8% |