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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 | $20,204 | $172,111-88.3% | $150,298-86.6% | $137,256-85.3% |
| Participation rate | 27.3% | 81.7%-54.4pp | 77.8%-50.5pp | 80.0%-52.7pp |
| Annual return | 33.65% | 69.37%-35.7pp | 62.79%-29.1pp | 220.34%-186.7pp |
| Employer contribution / active EE | $1,539 | $4,636-66.8% | $4,154-63.0% | $4,156-63.0% |
| Participant deferral / active EE | $1,590 | $6,166-74.2% | $5,453-70.8% | $6,407-75.2% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |