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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 | $13,293 | $174,379-92.4% | $152,093-91.3% | $138,895-90.4% |
| Participation rate | 69.2% | 81.6%-12.4pp | 77.8%-8.5pp | 79.9%-10.7pp |
| Annual return | 23.84% | 74.86%-51.0pp | 66.36%-42.5pp | 145.39%-121.6pp |
| Employer contribution / active EE | $1,559 | $4,652-66.5% | $4,175-62.7% | $4,194-62.8% |
| Participant deferral / active EE | $1,565 | $6,159-74.6% | $5,451-71.3% | $6,396-75.5% |
| Admin fee / account holder | $145 | $16,880-99.1% | $14,497-99.0% | $12,562-98.8% |