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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 | $47,126 | $153,769-69.4% | $133,975-64.8% | $273,972-82.8% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 6.34% | 36.51%-30.2pp | 29.29%-23.0pp | 41.46%-35.1pp |
| Employer contribution / active EE | $3,262 | $6,029-45.9% | $5,211-37.4% | $4,869-33.0% |
| Participant deferral / active EE | $1,929 | $6,958-72.3% | $6,282-69.3% | $5,287-63.5% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |