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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 | $20,708 | $174,379-88.1% | $152,093-86.4% | $138,895-85.1% |
| Participation rate | 38.5% | 81.6%-43.2pp | 77.8%-39.3pp | 79.9%-41.5pp |
| Annual return | 26.38% | 74.86%-48.5pp | 66.36%-40.0pp | 145.39%-119.0pp |
| Employer contribution / active EE | $1,177 | $4,652-74.7% | $4,175-71.8% | $4,194-71.9% |
| Participant deferral / active EE | $1,465 | $6,159-76.2% | $5,451-73.1% | $6,396-77.1% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |