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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 | $27,083 | $154,228-82.4% | $145,433-81.4% | $137,256-80.3% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 21.35% | 74.59%-53.2pp | 66.58%-45.2pp | 220.34%-199.0pp |
| Employer contribution / active EE | $1,372 | $4,804-71.4% | $4,554-69.9% | $4,156-67.0% |
| Participant deferral / active EE | $1,509 | $8,216-81.6% | $7,897-80.9% | $6,407-76.5% |
| Admin fee / account holder | $206 | $14,344-98.6% | $13,129-98.4% | $12,270-98.3% |