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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 | $42,498 | $111,535-61.9% | $105,223-59.6% | $137,256-69.0% |
| Participation rate | 45.5% | 78.1%-32.6pp | 75.0%-29.6pp | 80.0%-34.5pp |
| Annual return | 21.10% | 237.85%-216.8pp | 180.65%-159.6pp | 220.34%-199.2pp |
| Employer contribution / active EE | $871 | $3,939-77.9% | $3,689-76.4% | $4,156-79.0% |
| Participant deferral / active EE | $916 | $5,500-83.3% | $5,072-81.9% | $6,407-85.7% |
| Admin fee / account holder | $283 | $9,721-97.1% | $8,859-96.8% | $12,270-97.7% |