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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 | $32,634 | $112,729-71.1% | $98,716-66.9% | $137,256-76.2% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 13.85% | 38.48%-24.6pp | 31.81%-18.0pp | 220.34%-206.5pp |
| Employer contribution / active EE | $11,579 | $2,725+324.9% | $2,279+408.2% | $4,156+178.6% |
| Participant deferral / active EE | $433 | $4,640-90.7% | $4,048-89.3% | $6,407-93.2% |
| Admin fee / account holder | $232 | $10,129-97.7% | $8,703-97.3% | $12,270-98.1% |