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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 | $19,942 | $156,398-87.2% | $147,318-86.5% | $138,895-85.6% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 96.42% | 78.75%+17.7pp | 70.43%+26.0pp | 145.39%-49.0pp |
| Employer contribution / active EE | $2,007 | $4,853-58.6% | $4,593-56.3% | $4,194-52.1% |
| Participant deferral / active EE | $825 | $8,237-90.0% | $7,906-89.6% | $6,396-87.1% |
| Admin fee / account holder | $78 | $14,976-99.5% | $13,708-99.4% | $12,562-99.4% |