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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 | $17,783 | $154,228-88.5% | $145,433-87.8% | $137,256-87.0% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 16.90% | 74.59%-57.7pp | 66.58%-49.7pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,482 | $4,804-69.2% | $4,554-67.5% | $4,156-64.3% |
| Participant deferral / active EE | $1,333 | $8,216-83.8% | $7,897-83.1% | $6,407-79.2% |
| Admin fee / account holder | $82 | $14,344-99.4% | $13,129-99.4% | $12,270-99.3% |