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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 | $30,746 | $184,014-83.3% | $161,149-80.9% | $138,895-77.9% |
| Participation rate | 44.4% | 82.1%-37.6pp | 78.8%-34.4pp | 79.9%-35.5pp |
| Annual return | 25.72% | 21.52%+4.2pp | 21.16%+4.6pp | 145.39%-119.7pp |
| Employer contribution / active EE | $1,691 | $5,055-66.6% | $4,360-61.2% | $4,194-59.7% |
| Participant deferral / active EE | $1,714 | $6,909-75.2% | $6,153-72.1% | $6,396-73.2% |
| Admin fee / account holder | $0 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |