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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 | $102,479 | $223,823-54.2% | $211,142-51.5% | $154,746-33.8% |
| Participation rate | 40.0% | 87.9%-47.9pp | 87.3%-47.3pp | 80.7%-40.7pp |
| Annual return | 16.85% | 50.39%-33.5pp | 46.84%-30.0pp | 172.34%-155.5pp |
| Employer contribution / active EE | $1,902 | $6,787-72.0% | $6,442-70.5% | $4,379-56.6% |
| Participant deferral / active EE | $2,349 | $9,750-75.9% | $9,284-74.7% | $6,730-65.1% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |