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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 | $123,155-73.5% | $108,753-70.0% | $155,188-79.0% |
| Participation rate | 66.7% | 75.6%-9.0pp | 71.1%-4.4pp | 80.8%-14.1pp |
| Annual return | 13.85% | 44.73%-30.9pp | 37.47%-23.6pp | 148.84%-135.0pp |
| Employer contribution / active EE | $11,579 | $2,811+311.9% | $2,427+377.2% | $4,248+172.6% |
| Participant deferral / active EE | $433 | $4,623-90.6% | $4,115-89.5% | $6,531-93.4% |
| Admin fee / account holder | $232 | $12,126-98.1% | $10,320-97.8% | $14,480-98.4% |