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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 | $42,408 | $201,370-78.9% | $184,256-77.0% | $145,897-70.9% |
| Participation rate | 30.8% | 87.5%-56.7pp | 86.8%-56.1pp | 80.3%-49.5pp |
| Annual return | 25.00% | 29.05%-4.1pp | 28.85%-3.8pp | 552.29%-527.3pp |
| Employer contribution / active EE | $1,512 | $7,024-78.5% | $6,427-76.5% | $4,663-67.6% |
| Participant deferral / active EE | $2,974 | $9,808-69.7% | $9,133-67.4% | $6,689-55.5% |
| Admin fee / account holder | $152 | $16,364-99.1% | $13,899-98.9% | $13,390-98.9% |