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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 | $25,023 | $185,312-86.5% | $161,489-84.5% | $154,746-83.8% |
| Participation rate | 44.4% | 82.5%-38.0pp | 78.7%-34.3pp | 80.7%-36.3pp |
| Annual return | 21.34% | 103.84%-82.5pp | 89.72%-68.4pp | 172.34%-151.0pp |
| Employer contribution / active EE | $1,052 | $4,769-77.9% | $4,268-75.3% | $4,379-76.0% |
| Participant deferral / active EE | $1,211 | $6,350-80.9% | $5,630-78.5% | $6,730-82.0% |
| Admin fee / account holder | $20 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |