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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 | $33,714 | $162,136-79.2% | $152,301-77.9% | $154,746-78.2% |
| Participation rate | 40.0% | 84.1%-44.1pp | 82.4%-42.4pp | 80.7%-40.7pp |
| Annual return | 13.88% | 91.02%-77.1pp | 80.50%-66.6pp | 172.34%-158.5pp |
| Employer contribution / active EE | $1,018 | $4,890-79.2% | $4,624-78.0% | $4,379-76.7% |
| Participant deferral / active EE | $2,294 | $8,341-72.5% | $8,004-71.3% | $6,730-65.9% |
| Admin fee / account holder | $201 | $15,759-98.7% | $14,398-98.6% | $14,365-98.6% |