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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 | $44,110 | $162,136-72.8% | $152,301-71.0% | $154,746-71.5% |
| Participation rate | 55.6% | 84.1%-28.6pp | 82.4%-26.9pp | 80.7%-25.1pp |
| Annual return | 17.04% | 91.02%-74.0pp | 80.50%-63.5pp | 172.34%-155.3pp |
| Employer contribution / active EE | $1,776 | $4,890-63.7% | $4,624-61.6% | $4,379-59.4% |
| Participant deferral / active EE | $2,492 | $8,341-70.1% | $8,004-68.9% | $6,730-63.0% |
| Admin fee / account holder | $179 | $15,759-98.9% | $14,398-98.8% | $14,365-98.8% |