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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 | $58,829 | $154,228-61.9% | $145,433-59.5% | $137,256-57.1% |
| Participation rate | 69.2% | 83.8%-14.6pp | 82.1%-12.9pp | 80.0%-10.7pp |
| Annual return | 18.12% | 74.59%-56.5pp | 66.58%-48.5pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,210 | $4,804-74.8% | $4,554-73.4% | $4,156-70.9% |
| Participant deferral / active EE | $2,304 | $8,216-72.0% | $7,897-70.8% | $6,407-64.0% |
| Admin fee / account holder | $1 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |