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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 | $37,868 | $111,814-66.1% | $103,374-63.4% | $145,959-74.1% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 14.26% | 24.77%-10.5pp | 24.89%-10.6pp | 561.95%-547.7pp |
| Employer contribution / active EE | $950 | $4,214-77.4% | $3,869-75.4% | $4,661-79.6% |
| Participant deferral / active EE | $1,501 | $5,618-73.3% | $5,058-70.3% | $6,689-77.6% |
| Admin fee / account holder | $155 | $9,754-98.4% | $8,394-98.2% | $13,398-98.8% |