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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 | $48,850 | $182,442-73.2% | $163,379-70.1% | $138,895-64.8% |
| Participation rate | 35.7% | 79.8%-44.1pp | 76.8%-41.1pp | 79.9%-44.2pp |
| Annual return | 17.86% | 72.74%-54.9pp | 63.41%-45.5pp | 145.39%-127.5pp |
| Employer contribution / active EE | $790 | $4,159-81.0% | $3,752-79.0% | $4,194-81.2% |
| Participant deferral / active EE | $790 | $6,817-88.4% | $6,282-87.4% | $6,396-87.7% |
| Admin fee / account holder | $207 | $10,396-98.0% | $9,818-97.9% | $12,562-98.4% |