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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 | $20,036 | $156,398-87.2% | $147,318-86.4% | $138,895-85.6% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 19.94% | 78.75%-58.8pp | 70.43%-50.5pp | 145.39%-125.5pp |
| Employer contribution / active EE | $1,045 | $4,853-78.5% | $4,593-77.2% | $4,194-75.1% |
| Participant deferral / active EE | $1,247 | $8,237-84.9% | $7,906-84.2% | $6,396-80.5% |
| Admin fee / account holder | $95 | $14,976-99.4% | $13,708-99.3% | $12,562-99.2% |