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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 | $144,105 | $162,136-11.1% | $152,301-5.4% | $154,746-6.9% |
| Participation rate | 37.5% | 84.1%-46.6pp | 82.4%-44.9pp | 80.7%-43.2pp |
| Annual return | 14.78% | 91.02%-76.2pp | 80.50%-65.7pp | 172.34%-157.6pp |
| Employer contribution / active EE | $911 | $4,890-81.4% | $4,624-80.3% | $4,379-79.2% |
| Participant deferral / active EE | $1,242 | $8,341-85.1% | $8,004-84.5% | $6,730-81.5% |
| Admin fee / account holder | $40 | $15,759-99.7% | $14,398-99.7% | $14,365-99.7% |