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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 | $33,714 | $154,228-78.1% | $145,433-76.8% | $137,256-75.4% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 13.88% | 74.59%-60.7pp | 66.58%-52.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,018 | $4,804-78.8% | $4,554-77.6% | $4,156-75.5% |
| Participant deferral / active EE | $2,294 | $8,216-72.1% | $7,897-71.0% | $6,407-64.2% |
| Admin fee / account holder | $201 | $14,344-98.6% | $13,129-98.5% | $12,270-98.4% |