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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 | $124,447 | $162,136-23.2% | $152,301-18.3% | $154,746-19.6% |
| Participation rate | 37.5% | 84.1%-46.6pp | 82.4%-44.9pp | 80.7%-43.2pp |
| Annual return | 20.38% | 91.02%-70.6pp | 80.50%-60.1pp | 172.34%-152.0pp |
| Employer contribution / active EE | $1,434 | $4,890-70.7% | $4,624-69.0% | $4,379-67.3% |
| Participant deferral / active EE | $1,703 | $8,341-79.6% | $8,004-78.7% | $6,730-74.7% |
| Admin fee / account holder | $20 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |