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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 | $223,823-71.2% | $211,142-69.4% | $154,746-58.3% |
| Participation rate | 60.0% | 87.9%-27.9pp | 87.3%-27.3pp | 80.7%-20.7pp |
| Annual return | 18.26% | 50.39%-32.1pp | 46.84%-28.6pp | 172.34%-154.1pp |
| Employer contribution / active EE | $2,406 | $6,787-64.5% | $6,442-62.7% | $4,379-45.1% |
| Participant deferral / active EE | $895 | $9,750-90.8% | $9,284-90.4% | $6,730-86.7% |
| Admin fee / account holder | $260 | $19,707-98.7% | $19,076-98.6% | $14,365-98.2% |