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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 | $88,678 | $154,228-42.5% | $145,433-39.0% | $137,256-35.4% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 16.76% | 74.59%-57.8pp | 66.58%-49.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,200 | $4,804-75.0% | $4,554-73.7% | $4,156-71.1% |
| Participant deferral / active EE | $1,500 | $8,216-81.7% | $7,897-81.0% | $6,407-76.6% |
| Admin fee / account holder | $199 | $14,344-98.6% | $13,129-98.5% | $12,270-98.4% |