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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 | $48,818 | $154,228-68.3% | $145,433-66.4% | $137,256-64.4% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 14.37% | 74.59%-60.2pp | 66.58%-52.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $2,521 | $4,804-47.5% | $4,554-44.7% | $4,156-39.4% |
| Participant deferral / active EE | $2,108 | $8,216-74.3% | $7,897-73.3% | $6,407-67.1% |
| Admin fee / account holder | $100 | $14,344-99.3% | $13,129-99.2% | $12,270-99.2% |