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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 | $23,123 | $157,276-85.3% | $141,177-83.6% | $152,885-84.9% |
| Participation rate | 57.9% | 84.8%-26.9pp | 82.5%-24.6pp | 82.5%-24.6pp |
| Annual return | 22.32% | 64.33%-42.0pp | 71.40%-49.1pp | 345.39%-323.1pp |
| Employer contribution / active EE | $951 | $5,262-81.9% | $4,736-79.9% | $4,763-80.0% |
| Participant deferral / active EE | $1,264 | $7,110-82.2% | $6,710-81.2% | $5,851-78.4% |
| Admin fee / account holder | $132 | $12,123-98.9% | $10,263-98.7% | $11,598-98.9% |