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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 | $25,110 | $162,136-84.5% | $152,301-83.5% | $154,746-83.8% |
| Participation rate | 30.4% | 84.1%-53.7pp | 82.4%-52.0pp | 80.7%-50.3pp |
| Annual return | 17.33% | 91.02%-73.7pp | 80.50%-63.2pp | 172.34%-155.0pp |
| Employer contribution / active EE | $1,042 | $4,890-78.7% | $4,624-77.5% | $4,379-76.2% |
| Participant deferral / active EE | $2,029 | $8,341-75.7% | $8,004-74.7% | $6,730-69.9% |
| Admin fee / account holder | $238 | $15,759-98.5% | $14,398-98.3% | $14,365-98.3% |