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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 | $156,398-79.8% | $147,318-78.6% | $138,895-77.3% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 19.69% | 78.75%-59.1pp | 70.43%-50.7pp | 145.39%-125.7pp |
| Employer contribution / active EE | $1,500 | $4,853-69.1% | $4,593-67.3% | $4,194-64.2% |
| Participant deferral / active EE | $1,500 | $8,237-81.8% | $7,906-81.0% | $6,396-76.5% |
| Admin fee / account holder | $111 | $14,976-99.3% | $13,708-99.2% | $12,562-99.1% |