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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 | $31,583 | $162,136-80.5% | $152,301-79.3% | $154,746-79.6% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 19.69% | 91.02%-71.3pp | 80.50%-60.8pp | 172.34%-152.6pp |
| Employer contribution / active EE | $1,500 | $4,890-69.3% | $4,624-67.6% | $4,379-65.7% |
| Participant deferral / active EE | $1,500 | $8,341-82.0% | $8,004-81.3% | $6,730-77.7% |
| Admin fee / account holder | $111 | $15,759-99.3% | $14,398-99.2% | $14,365-99.2% |