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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 | $88,869 | $181,062-50.9% | $158,223-43.8% | $155,188-42.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 19.82% | 57.39%-37.6pp | 52.09%-32.3pp | 148.84%-129.0pp |
| Employer contribution / active EE | $1,025 | $4,565-77.5% | $4,109-75.0% | $4,248-75.9% |
| Participant deferral / active EE | $1,116 | $6,134-81.8% | $5,467-79.6% | $6,531-82.9% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |