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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 | $72,917 | $223,823-67.4% | $211,142-65.5% | $154,746-52.9% |
| Participation rate | 37.5% | 87.9%-50.4pp | 87.3%-49.8pp | 80.7%-43.2pp |
| Annual return | 20.25% | 50.39%-30.1pp | 46.84%-26.6pp | 172.34%-152.1pp |
| Employer contribution / active EE | $2,487 | $6,787-63.4% | $6,442-61.4% | $4,379-43.2% |
| Participant deferral / active EE | $3,218 | $9,750-67.0% | $9,284-65.3% | $6,730-52.2% |
| Admin fee / account holder | $3 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |