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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 | $15,922 | $154,228-89.7% | $145,433-89.1% | $137,256-88.4% |
| Participation rate | 54.5% | 83.8%-29.2pp | 82.1%-27.6pp | 80.0%-25.4pp |
| Annual return | 29.94% | 74.59%-44.7pp | 66.58%-36.6pp | 220.34%-190.4pp |
| Employer contribution / active EE | $2,412 | $4,804-49.8% | $4,554-47.1% | $4,156-42.0% |
| Participant deferral / active EE | $1,980 | $8,216-75.9% | $7,897-74.9% | $6,407-69.1% |
| Admin fee / account holder | $98 | $14,344-99.3% | $13,129-99.3% | $12,270-99.2% |