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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 | $77,767 | $112,729-31.0% | $98,716-21.2% | $137,256-43.3% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.3%-12.2pp | 80.0%-22.8pp |
| Annual return | 11.83% | 38.48%-26.7pp | 31.81%-20.0pp | 220.34%-208.5pp |
| Employer contribution / active EE | $530 | $2,725-80.6% | $2,279-76.8% | $4,156-87.3% |
| Participant deferral / active EE | $592 | $4,640-87.2% | $4,048-85.4% | $6,407-90.8% |
| Admin fee / account holder | $92 | $10,129-99.1% | $8,703-98.9% | $12,270-99.2% |