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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 | $22,819 | $160,040-85.7% | $147,096-84.5% | $145,877-84.4% |
| Participation rate | 41.7% | 84.0%-42.4pp | 82.2%-40.5pp | 80.3%-38.6pp |
| Annual return | 13.75% | 98.49%-84.7pp | 419.75%-406.0pp | 551.28%-537.5pp |
| Employer contribution / active EE | $1,058 | $5,289-80.0% | $4,936-78.6% | $4,663-77.3% |
| Participant deferral / active EE | $1,744 | $8,429-79.3% | $8,071-78.4% | $6,691-73.9% |
| Admin fee / account holder | $84 | $15,050-99.4% | $13,005-99.4% | $13,402-99.4% |