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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 | $44,799 | $110,337-59.4% | $102,383-56.2% | $145,877-69.3% |
| Participation rate | 27.3% | 77.9%-50.7pp | 74.5%-47.2pp | 80.3%-53.0pp |
| Annual return | 22.70% | 24.83%-2.1pp | 24.94%-2.2pp | 551.28%-528.6pp |
| Employer contribution / active EE | $4,710 | $4,216+11.7% | $3,870+21.7% | $4,663+1.0% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $160 | $9,750-98.4% | $8,391-98.1% | $13,402-98.8% |