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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 | $35,294 | $154,228-77.1% | $145,433-75.7% | $137,256-74.3% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 14.67% | 74.59%-59.9pp | 66.58%-51.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $907 | $4,804-81.1% | $4,554-80.1% | $4,156-78.2% |
| Participant deferral / active EE | $1,038 | $8,216-87.4% | $7,897-86.9% | $6,407-83.8% |
| Admin fee / account holder | $164 | $14,344-98.9% | $13,129-98.7% | $12,270-98.7% |