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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 | $124,980-73.9% | $108,359-69.9% | $154,746-78.9% |
| Participation rate | 66.7% | 75.2%-8.5pp | 70.1%-3.5pp | 80.7%-14.0pp |
| Annual return | 13.85% | 45.00%-31.1pp | 36.89%-23.0pp | 172.34%-158.5pp |
| Employer contribution / active EE | $11,579 | $2,851+306.2% | $2,399+382.5% | $4,379+164.4% |
| Participant deferral / active EE | $433 | $4,743-90.9% | $4,137-89.5% | $6,730-93.6% |
| Admin fee / account holder | $232 | $11,502-98.0% | $9,741-97.6% | $14,365-98.4% |