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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 | $69,624 | $162,136-57.1% | $152,301-54.3% | $154,746-55.0% |
| Participation rate | 40.9% | 84.1%-43.2pp | 82.4%-41.5pp | 80.7%-39.8pp |
| Annual return | 16.37% | 91.02%-74.7pp | 80.50%-64.1pp | 172.34%-156.0pp |
| Employer contribution / active EE | $1,047 | $4,890-78.6% | $4,624-77.4% | $4,379-76.1% |
| Participant deferral / active EE | $2,373 | $8,341-71.5% | $8,004-70.3% | $6,730-64.7% |
| Admin fee / account holder | $11 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |