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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 | $49,027 | $156,398-68.7% | $147,318-66.7% | $138,895-64.7% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 21.40% | 78.75%-57.3pp | 70.43%-49.0pp | 145.39%-124.0pp |
| Employer contribution / active EE | $1,530 | $4,853-68.5% | $4,593-66.7% | $4,194-63.5% |
| Participant deferral / active EE | $1,913 | $8,237-76.8% | $7,906-75.8% | $6,396-70.1% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |