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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 | $24,485 | $156,398-84.3% | $147,318-83.4% | $138,895-82.4% |
| Participation rate | 55.6% | 83.8%-28.2pp | 82.1%-26.5pp | 79.9%-24.4pp |
| Annual return | 21.99% | 78.75%-56.8pp | 70.43%-48.4pp | 145.39%-123.4pp |
| Employer contribution / active EE | $1,842 | $4,853-62.1% | $4,593-59.9% | $4,194-56.1% |
| Participant deferral / active EE | $2,438 | $8,237-70.4% | $7,906-69.2% | $6,396-61.9% |
| Admin fee / account holder | $105 | $14,976-99.3% | $13,708-99.2% | $12,562-99.2% |