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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 | $45,134 | $181,896-75.2% | $156,551-71.2% | $273,972-83.5% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 9.29% | 30.74%-21.4pp | 32.23%-22.9pp | 41.46%-32.2pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,673 | $5,550-69.9% | $4,871-65.7% | $5,287-68.4% |
| Admin fee / account holder | $38 | $15,560-99.8% | $13,028-99.7% | $10,133-99.6% |