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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 | $33,513 | $209,336-84.0% | $197,124-83.0% | $137,256-75.6% |
| Participation rate | 42.9% | 87.3%-44.4pp | 86.7%-43.9pp | 80.0%-37.1pp |
| Annual return | 48.57% | 48.09%+0.5pp | 44.34%+4.2pp | 220.34%-171.8pp |
| Employer contribution / active EE | $1,354 | $6,591-79.5% | $6,227-78.3% | $4,156-67.4% |
| Participant deferral / active EE | $2,386 | $9,614-75.2% | $9,135-73.9% | $6,407-62.8% |
| Admin fee / account holder | $153 | $17,308-99.1% | $16,298-99.1% | $12,270-98.8% |