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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 | $20,999 | $172,111-87.8% | $150,298-86.0% | $137,256-84.7% |
| Participation rate | 45.5% | 81.7%-36.3pp | 77.8%-32.3pp | 80.0%-34.5pp |
| Annual return | 24.55% | 69.37%-44.8pp | 62.79%-38.2pp | 220.34%-195.8pp |
| Employer contribution / active EE | $954 | $4,636-79.4% | $4,154-77.0% | $4,156-77.0% |
| Participant deferral / active EE | $1,602 | $6,166-74.0% | $5,453-70.6% | $6,407-75.0% |
| Admin fee / account holder | $21 | $16,471-99.9% | $14,116-99.9% | $12,270-99.8% |