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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 | $29,388 | $156,398-81.2% | $147,318-80.1% | $138,895-78.8% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 25.71% | 78.75%-53.0pp | 70.43%-44.7pp | 145.39%-119.7pp |
| Employer contribution / active EE | $1,500 | $4,853-69.1% | $4,593-67.4% | $4,194-64.2% |
| Participant deferral / active EE | $1,874 | $8,237-77.3% | $7,906-76.3% | $6,396-70.7% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |