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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 | $35,700 | $156,398-77.2% | $147,318-75.8% | $138,895-74.3% |
| Participation rate | 61.5% | 83.8%-22.2pp | 82.1%-20.5pp | 79.9%-18.4pp |
| Annual return | 19.72% | 78.75%-59.0pp | 70.43%-50.7pp | 145.39%-125.7pp |
| Employer contribution / active EE | $2,316 | $4,853-52.3% | $4,593-49.6% | $4,194-44.8% |
| Participant deferral / active EE | $2,447 | $8,237-70.3% | $7,906-69.1% | $6,396-61.7% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |