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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 | $33,647 | $162,136-79.2% | $152,301-77.9% | $154,746-78.3% |
| Participation rate | 46.2% | 84.1%-38.0pp | 82.4%-36.3pp | 80.7%-34.5pp |
| Annual return | 20.42% | 91.02%-70.6pp | 80.50%-60.1pp | 172.34%-151.9pp |
| Employer contribution / active EE | $1,252 | $4,890-74.4% | $4,624-72.9% | $4,379-71.4% |
| Participant deferral / active EE | $2,086 | $8,341-75.0% | $8,004-73.9% | $6,730-69.0% |
| Admin fee / account holder | $9 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |