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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 | $87,999 | $172,111-48.9% | $150,298-41.5% | $137,256-35.9% |
| Participation rate | 16.7% | 81.7%-65.0pp | 77.8%-61.1pp | 80.0%-63.3pp |
| Annual return | 24.09% | 69.37%-45.3pp | 62.79%-38.7pp | 220.34%-196.2pp |
| Employer contribution / active EE | $1,065 | $4,636-77.0% | $4,154-74.4% | $4,156-74.4% |
| Participant deferral / active EE | $1,065 | $6,166-82.7% | $5,453-80.5% | $6,407-83.4% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |