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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 | $44,379 | $162,812-72.7% | $133,971-66.9% | $158,966-72.1% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 16.44% | 41.94%-25.5pp | 45.09%-28.7pp | 302.95%-286.5pp |
| Employer contribution / active EE | $1,311 | $4,976-73.7% | $3,919-66.6% | $4,762-72.5% |
| Participant deferral / active EE | $1,401 | $5,910-76.3% | $5,047-72.2% | $5,983-76.6% |
| Admin fee / account holder | $263 | $11,741-97.8% | $8,929-97.1% | $11,250-97.7% |