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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 | $30,261 | $154,228-80.4% | $145,433-79.2% | $137,256-78.0% |
| Participation rate | 25.0% | 83.8%-58.8pp | 82.1%-57.1pp | 80.0%-55.0pp |
| Annual return | 19.69% | 74.59%-54.9pp | 66.58%-46.9pp | 220.34%-200.7pp |
| Employer contribution / active EE | $1,125 | $4,804-76.6% | $4,554-75.3% | $4,156-72.9% |
| Participant deferral / active EE | $1,433 | $8,216-82.6% | $7,897-81.9% | $6,407-77.6% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |