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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 | $18,672 | $174,379-89.3% | $152,093-87.7% | $138,895-86.6% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 26.46% | 74.86%-48.4pp | 66.36%-39.9pp | 145.39%-118.9pp |
| Employer contribution / active EE | $1,032 | $4,652-77.8% | $4,175-75.3% | $4,194-75.4% |
| Participant deferral / active EE | $1,352 | $6,159-78.1% | $5,451-75.2% | $6,396-78.9% |
| Admin fee / account holder | $86 | $16,880-99.5% | $14,497-99.4% | $12,562-99.3% |