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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 | $96,642 | $117,895-18.0% | $102,460-5.7% | $145,897-33.8% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | 10.19% | 31.92%-21.7pp | 29.47%-19.3pp | 552.29%-542.1pp |
| Employer contribution / active EE | $1,142 | $3,619-68.4% | $3,025-62.2% | $4,663-75.5% |
| Participant deferral / active EE | $1,440 | $5,736-74.9% | $5,056-71.5% | $6,689-78.5% |
| Admin fee / account holder | $172 | $13,353-98.7% | $9,460-98.2% | $13,390-98.7% |