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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 | $29,254 | $185,312-84.2% | $161,489-81.9% | $154,746-81.1% |
| Participation rate | 63.6% | 82.5%-18.8pp | 78.7%-15.1pp | 80.7%-17.1pp |
| Annual return | 24.59% | 103.84%-79.3pp | 89.72%-65.1pp | 172.34%-147.7pp |
| Employer contribution / active EE | $1,296 | $4,769-72.8% | $4,268-69.6% | $4,379-70.4% |
| Participant deferral / active EE | $1,665 | $6,350-73.8% | $5,630-70.4% | $6,730-75.3% |
| Admin fee / account holder | $108 | $18,654-99.4% | $16,006-99.3% | $14,365-99.3% |