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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 | $102,479 | $209,336-51.0% | $197,124-48.0% | $137,256-25.3% |
| Participation rate | 40.0% | 87.3%-47.3pp | 86.7%-46.7pp | 80.0%-40.0pp |
| Annual return | 16.85% | 48.09%-31.2pp | 44.34%-27.5pp | 220.34%-203.5pp |
| Employer contribution / active EE | $1,902 | $6,591-71.1% | $6,227-69.5% | $4,156-54.2% |
| Participant deferral / active EE | $2,349 | $9,614-75.6% | $9,135-74.3% | $6,407-63.3% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |