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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 | $19,055 | $162,136-88.2% | $152,301-87.5% | $154,746-87.7% |
| Participation rate | 55.6% | 84.1%-28.6pp | 82.4%-26.9pp | 80.7%-25.1pp |
| Annual return | 24.51% | 91.02%-66.5pp | 80.50%-56.0pp | 172.34%-147.8pp |
| Employer contribution / active EE | $1,221 | $4,890-75.0% | $4,624-73.6% | $4,379-72.1% |
| Participant deferral / active EE | $1,732 | $8,341-79.2% | $8,004-78.4% | $6,730-74.3% |
| Admin fee / account holder | $98 | $15,759-99.4% | $14,398-99.3% | $14,365-99.3% |