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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 | $71,328 | $162,785-56.2% | $133,959-46.8% | $158,950-55.1% |
| Participation rate | 40.0% | 83.2%-43.2pp | 79.8%-39.8pp | 82.0%-42.0pp |
| Annual return | 10.48% | 41.94%-31.5pp | 45.09%-34.6pp | 302.91%-292.4pp |
| Employer contribution / active EE | $1,504 | $4,975-69.8% | $3,919-61.6% | $4,762-68.4% |
| Participant deferral / active EE | $1,503 | $5,910-74.6% | $5,047-70.2% | $5,983-74.9% |
| Admin fee / account holder | $42 | $11,738-99.6% | $8,928-99.5% | $11,248-99.6% |