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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 | $49,689 | $156,398-68.2% | $147,318-66.3% | $138,895-64.2% |
| Participation rate | 61.1% | 83.8%-22.6pp | 82.1%-21.0pp | 79.9%-18.8pp |
| Annual return | 19.97% | 78.75%-58.8pp | 70.43%-50.5pp | 145.39%-125.4pp |
| Employer contribution / active EE | $1,518 | $4,853-68.7% | $4,593-67.0% | $4,194-63.8% |
| Participant deferral / active EE | $2,138 | $8,237-74.0% | $7,906-73.0% | $6,396-66.6% |
| Admin fee / account holder | $89 | $14,976-99.4% | $13,708-99.4% | $12,562-99.3% |