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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 | $17,835 | $154,228-88.4% | $145,433-87.7% | $137,256-87.0% |
| Participation rate | 68.8% | 83.8%-15.0pp | 82.1%-13.4pp | 80.0%-11.2pp |
| Annual return | 14.44% | 74.59%-60.1pp | 66.58%-52.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,327 | $4,804-72.4% | $4,554-70.9% | $4,156-68.1% |
| Participant deferral / active EE | $2,009 | $8,216-75.5% | $7,897-74.6% | $6,407-68.6% |
| Admin fee / account holder | $91 | $14,344-99.4% | $13,129-99.3% | $12,270-99.3% |