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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 | $45,809 | $107,809-57.5% | $97,032-52.8% | $155,188-70.5% |
| Participation rate | 60.0% | 75.5%-15.5pp | 71.6%-11.6pp | 80.8%-20.8pp |
| Annual return | 16.54% | 38.06%-21.5pp | 35.38%-18.8pp | 148.84%-132.3pp |
| Employer contribution / active EE | $619 | $2,911-78.8% | $2,629-76.5% | $4,248-85.4% |
| Participant deferral / active EE | $689 | $5,129-86.6% | $4,672-85.3% | $6,531-89.5% |
| Admin fee / account holder | $24 | $10,717-99.8% | $9,418-99.7% | $14,480-99.8% |