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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 | $21,318 | $162,136-86.9% | $152,301-86.0% | $154,746-86.2% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 18.30% | 91.02%-72.7pp | 80.50%-62.2pp | 172.34%-154.0pp |
| Employer contribution / active EE | $1,338 | $4,890-72.6% | $4,624-71.1% | $4,379-69.4% |
| Participant deferral / active EE | $2,182 | $8,341-73.8% | $8,004-72.7% | $6,730-67.6% |
| Admin fee / account holder | $83 | $15,759-99.5% | $14,398-99.4% | $14,365-99.4% |