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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 | $129,186 | $156,398-17.4% | $147,318-12.3% | $138,895-7.0% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 27.18% | 78.75%-51.6pp | 70.43%-43.3pp | 145.39%-118.2pp |
| Employer contribution / active EE | $2,202 | $4,853-54.6% | $4,593-52.1% | $4,194-47.5% |
| Participant deferral / active EE | $2,202 | $8,237-73.3% | $7,906-72.1% | $6,396-65.6% |
| Admin fee / account holder | $21 | $14,976-99.9% | $13,708-99.8% | $12,562-99.8% |