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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 | $34,611 | $223,823-84.5% | $211,142-83.6% | $154,746-77.6% |
| Participation rate | 50.0% | 87.9%-37.9pp | 87.3%-37.3pp | 80.7%-30.7pp |
| Annual return | 24.42% | 50.39%-26.0pp | 46.84%-22.4pp | 172.34%-147.9pp |
| Employer contribution / active EE | $2,021 | $6,787-70.2% | $6,442-68.6% | $4,379-53.8% |
| Participant deferral / active EE | $2,500 | $9,750-74.4% | $9,284-73.1% | $6,730-62.9% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |