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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 | $89,284 | $148,623-39.9% | $135,974-34.3% | $139,466-36.0% |
| Participation rate | 54.5% | 83.9%-29.3pp | 81.9%-27.4pp | 80.3%-25.8pp |
| Annual return | 15.01% | 79.30%-64.3pp | 68.30%-53.3pp | 373.66%-358.6pp |
| Employer contribution / active EE | $1,257 | $5,246-76.0% | $4,859-74.1% | $4,754-73.6% |
| Participant deferral / active EE | $1,999 | $8,103-75.3% | $7,760-74.2% | $6,712-70.2% |
| Admin fee / account holder | $208 | $12,406-98.3% | $10,767-98.1% | $11,409-98.2% |