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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 | $88,678 | $162,136-45.3% | $152,301-41.8% | $154,746-42.7% |
| Participation rate | 33.3% | 84.1%-50.8pp | 82.4%-49.1pp | 80.7%-47.4pp |
| Annual return | 16.76% | 91.02%-74.3pp | 80.50%-63.7pp | 172.34%-155.6pp |
| Employer contribution / active EE | $1,200 | $4,890-75.5% | $4,624-74.1% | $4,379-72.6% |
| Participant deferral / active EE | $1,500 | $8,341-82.0% | $8,004-81.3% | $6,730-77.7% |
| Admin fee / account holder | $199 | $15,759-98.7% | $14,398-98.6% | $14,365-98.6% |