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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 | $16,753 | $155,555-89.2% | $146,866-88.6% | $155,188-89.2% |
| Participation rate | 59.1% | 84.0%-24.9pp | 82.5%-23.4pp | 80.8%-21.7pp |
| Annual return | 181.23% | 115.41%+65.8pp | 102.85%+78.4pp | 148.84%+32.4pp |
| Employer contribution / active EE | $936 | $4,647-79.8% | $4,425-78.8% | $4,248-78.0% |
| Participant deferral / active EE | $1,839 | $8,044-77.1% | $7,759-76.3% | $6,531-71.8% |
| Admin fee / account holder | $55 | $14,755-99.6% | $13,620-99.6% | $14,480-99.6% |