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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 | $30,877 | $185,312-83.3% | $161,489-80.9% | $154,746-80.0% |
| Participation rate | 29.4% | 82.5%-53.1pp | 78.7%-49.3pp | 80.7%-51.3pp |
| Annual return | 17.59% | 103.84%-86.3pp | 89.72%-72.1pp | 172.34%-154.7pp |
| Employer contribution / active EE | $1,024 | $4,769-78.5% | $4,268-76.0% | $4,379-76.6% |
| Participant deferral / active EE | $1,024 | $6,350-83.9% | $5,630-81.8% | $6,730-84.8% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |