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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 | $51,939 | $162,136-68.0% | $152,301-65.9% | $154,746-66.4% |
| Participation rate | 61.5% | 84.1%-22.6pp | 82.4%-20.9pp | 80.7%-19.2pp |
| Annual return | 11.66% | 91.02%-79.4pp | 80.50%-68.8pp | 172.34%-160.7pp |
| Employer contribution / active EE | $5,426 | $4,890+11.0% | $4,624+17.3% | $4,379+23.9% |
| Participant deferral / active EE | $1,402 | $8,341-83.2% | $8,004-82.5% | $6,730-79.2% |
| Admin fee / account holder | $268 | $15,759-98.3% | $14,398-98.1% | $14,365-98.1% |