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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 | $58,580 | $185,312-68.4% | $161,489-63.7% | $154,746-62.1% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.7%-38.7pp | 80.7%-40.7pp |
| Annual return | 13.56% | 103.84%-90.3pp | 89.72%-76.2pp | 172.34%-158.8pp |
| Employer contribution / active EE | $1,648 | $4,769-65.5% | $4,268-61.4% | $4,379-62.4% |
| Participant deferral / active EE | $1,648 | $6,350-74.1% | $5,630-70.7% | $6,730-75.5% |
| Admin fee / account holder | $226 | $18,654-98.8% | $16,006-98.6% | $14,365-98.4% |