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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 | $19,698 | $172,111-88.6% | $150,298-86.9% | $137,256-85.6% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 15.18% | 69.37%-54.2pp | 62.79%-47.6pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,229 | $4,636-73.5% | $4,154-70.4% | $4,156-70.4% |
| Participant deferral / active EE | $817 | $6,166-86.7% | $5,453-85.0% | $6,407-87.2% |
| Admin fee / account holder | $104 | $16,471-99.4% | $14,116-99.3% | $12,270-99.2% |