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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 | $39,351 | $156,616-74.9% | $133,346-70.5% | $198,609-80.2% |
| Participation rate | 42.1% | 77.7%-35.6pp | 72.8%-30.7pp | 82.4%-40.3pp |
| Annual return | 15.43% | 44.25%-28.8pp | 36.85%-21.4pp | 202.70%-187.3pp |
| Employer contribution / active EE | $1,123 | $3,368-66.7% | $2,853-60.6% | $5,055-77.8% |
| Participant deferral / active EE | $1,565 | $4,920-68.2% | $4,332-63.9% | $6,977-77.6% |
| Admin fee / account holder | $293 | $17,468-98.3% | $14,264-97.9% | $19,030-98.5% |