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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 | $45,341 | $135,956-66.7% | $123,894-63.4% | $273,972-83.5% |
| Participation rate | 31.3% | 84.1%-52.8pp | 81.4%-50.2pp | 83.0%-51.8pp |
| Annual return | 9.32% | 56.63%-47.3pp | 47.52%-38.2pp | 41.46%-32.1pp |
| Employer contribution / active EE | $876 | $5,170-83.1% | $4,617-81.0% | $4,869-82.0% |
| Participant deferral / active EE | $1,176 | $6,343-81.5% | $5,984-80.4% | $5,287-77.8% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |