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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 | $57,213 | $162,136-64.7% | $152,301-62.4% | $154,746-63.0% |
| Participation rate | 45.5% | 84.1%-38.7pp | 82.4%-37.0pp | 80.7%-35.2pp |
| Annual return | 20.59% | 91.02%-70.4pp | 80.50%-59.9pp | 172.34%-151.7pp |
| Employer contribution / active EE | $1,821 | $4,890-62.8% | $4,624-60.6% | $4,379-58.4% |
| Participant deferral / active EE | $2,428 | $8,341-70.9% | $8,004-69.7% | $6,730-63.9% |
| Admin fee / account holder | $32 | $15,759-99.8% | $14,398-99.8% | $14,365-99.8% |