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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 | $30,959 | $154,228-79.9% | $145,433-78.7% | $137,256-77.4% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 20.07% | 74.59%-54.5pp | 66.58%-46.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $1,805 | $4,804-62.4% | $4,554-60.4% | $4,156-56.6% |
| Participant deferral / active EE | $2,150 | $8,216-73.8% | $7,897-72.8% | $6,407-66.4% |
| Admin fee / account holder | $126 | $14,344-99.1% | $13,129-99.0% | $12,270-99.0% |