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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 | $131,795 | $154,228-14.5% | $145,433-9.4% | $137,256-4.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 28.63% | 74.59%-46.0pp | 66.58%-37.9pp | 220.34%-191.7pp |
| Employer contribution / active EE | $922 | $4,804-80.8% | $4,554-79.8% | $4,156-77.8% |
| Participant deferral / active EE | $969 | $8,216-88.2% | $7,897-87.7% | $6,407-84.9% |
| Admin fee / account holder | $98 | $14,344-99.3% | $13,129-99.3% | $12,270-99.2% |