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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 | $23,911 | $209,336-88.6% | $197,124-87.9% | $137,256-82.6% |
| Participation rate | 55.6% | 87.3%-31.7pp | 86.7%-31.2pp | 80.0%-24.4pp |
| Annual return | 25.10% | 48.09%-23.0pp | 44.34%-19.2pp | 220.34%-195.2pp |
| Employer contribution / active EE | $1,985 | $6,591-69.9% | $6,227-68.1% | $4,156-52.2% |
| Participant deferral / active EE | $2,395 | $9,614-75.1% | $9,135-73.8% | $6,407-62.6% |
| Admin fee / account holder | $53 | $17,308-99.7% | $16,298-99.7% | $12,270-99.6% |