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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 | $126,989 | $154,228-17.7% | $145,433-12.7% | $137,256-7.5% |
| Participation rate | 55.6% | 83.8%-28.2pp | 82.1%-26.6pp | 80.0%-24.4pp |
| Annual return | 16.89% | 74.59%-57.7pp | 66.58%-49.7pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,188 | $4,804-75.3% | $4,554-73.9% | $4,156-71.4% |
| Participant deferral / active EE | $1,249 | $8,216-84.8% | $7,897-84.2% | $6,407-80.5% |
| Admin fee / account holder | $115 | $14,344-99.2% | $13,129-99.1% | $12,270-99.1% |