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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 | $22,473 | $162,136-86.1% | $152,301-85.2% | $154,746-85.5% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 18.56% | 91.02%-72.5pp | 80.50%-61.9pp | 172.34%-153.8pp |
| Employer contribution / active EE | $1,939 | $4,890-60.4% | $4,624-58.1% | $4,379-55.7% |
| Participant deferral / active EE | $2,412 | $8,341-71.1% | $8,004-69.9% | $6,730-64.2% |
| Admin fee / account holder | $81 | $15,759-99.5% | $14,398-99.4% | $14,365-99.4% |