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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 | $26,384 | $162,136-83.7% | $152,301-82.7% | $154,746-83.0% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 23.51% | 91.02%-67.5pp | 80.50%-57.0pp | 172.34%-148.8pp |
| Employer contribution / active EE | $2,158 | $4,890-55.9% | $4,624-53.3% | $4,379-50.7% |
| Participant deferral / active EE | $2,353 | $8,341-71.8% | $8,004-70.6% | $6,730-65.0% |
| Admin fee / account holder | $40 | $15,759-99.7% | $14,398-99.7% | $14,365-99.7% |