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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 | $24,708 | $114,119-78.3% | $107,187-76.9% | $138,895-82.2% |
| Participation rate | 44.4% | 78.1%-33.6pp | 75.0%-30.6pp | 79.9%-35.5pp |
| Annual return | 19.89% | 273.21%-253.3pp | 204.55%-184.7pp | 145.39%-125.5pp |
| Employer contribution / active EE | $1,141 | $4,059-71.9% | $3,782-69.8% | $4,194-72.8% |
| Participant deferral / active EE | $1,232 | $5,538-77.8% | $5,096-75.8% | $6,396-80.7% |
| Admin fee / account holder | $29 | $10,024-99.7% | $9,162-99.7% | $12,562-99.8% |