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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 | $64,550 | $227,291-71.6% | $214,702-69.9% | $155,188-58.4% |
| Participation rate | 60.0% | 88.0%-28.0pp | 87.5%-27.5pp | 80.8%-20.8pp |
| Annual return | 18.26% | 60.08%-41.8pp | 54.55%-36.3pp | 148.84%-130.6pp |
| Employer contribution / active EE | $2,406 | $6,772-64.5% | $6,461-62.8% | $4,248-43.4% |
| Participant deferral / active EE | $895 | $9,582-90.7% | $9,147-90.2% | $6,531-86.3% |
| Admin fee / account holder | $260 | $20,413-98.7% | $19,830-98.7% | $14,480-98.2% |