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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 | $32,345 | $183,516-82.4% | $155,534-79.2% | $145,884-77.8% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 18.42% | 61.43%-43.0pp | 64.92%-46.5pp | 551.85%-533.4pp |
| Employer contribution / active EE | $1,048 | $5,315-80.3% | $4,675-77.6% | $4,662-77.5% |
| Participant deferral / active EE | $1,495 | $6,467-76.9% | $5,630-73.4% | $6,690-77.7% |
| Admin fee / account holder | $293 | $19,293-98.5% | $15,900-98.2% | $13,392-97.8% |