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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 | $55,395 | $154,228-64.1% | $145,433-61.9% | $137,256-59.6% |
| Participation rate | 39.1% | 83.8%-44.7pp | 82.1%-43.0pp | 80.0%-40.8pp |
| Annual return | 19.98% | 74.59%-54.6pp | 66.58%-46.6pp | 220.34%-200.4pp |
| Employer contribution / active EE | $849 | $4,804-82.3% | $4,554-81.3% | $4,156-79.6% |
| Participant deferral / active EE | $2,316 | $8,216-71.8% | $7,897-70.7% | $6,407-63.9% |
| Admin fee / account holder | $229 | $14,344-98.4% | $13,129-98.3% | $12,270-98.1% |