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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 | $21,697 | $154,228-85.9% | $145,433-85.1% | $137,256-84.2% |
| Participation rate | 42.9% | 83.8%-40.9pp | 82.1%-39.3pp | 80.0%-37.1pp |
| Annual return | 26.88% | 74.59%-47.7pp | 66.58%-39.7pp | 220.34%-193.5pp |
| Employer contribution / active EE | $1,073 | $4,804-77.7% | $4,554-76.4% | $4,156-74.2% |
| Participant deferral / active EE | $2,263 | $8,216-72.5% | $7,897-71.3% | $6,407-64.7% |
| Admin fee / account holder | $53 | $14,344-99.6% | $13,129-99.6% | $12,270-99.6% |