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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 | $58,704 | $209,336-72.0% | $197,124-70.2% | $137,256-57.2% |
| Participation rate | 45.5% | 87.3%-41.8pp | 86.7%-41.3pp | 80.0%-34.5pp |
| Annual return | 16.88% | 48.09%-31.2pp | 44.34%-27.5pp | 220.34%-203.5pp |
| Employer contribution / active EE | $1,440 | $6,591-78.2% | $6,227-76.9% | $4,156-65.4% |
| Participant deferral / active EE | $532 | $9,614-94.5% | $9,135-94.2% | $6,407-91.7% |
| Admin fee / account holder | $272 | $17,308-98.4% | $16,298-98.3% | $12,270-97.8% |