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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 | $53,064 | $107,666-50.7% | $102,184-48.1% | $154,746-65.7% |
| Participation rate | 63.6% | 83.7%-20.1pp | 82.6%-19.0pp | 80.7%-17.1pp |
| Annual return | 15.14% | 29.33%-14.2pp | 31.58%-16.4pp | 172.34%-157.2pp |
| Employer contribution / active EE | $1,465 | $3,846-61.9% | $3,594-59.2% | $4,379-66.5% |
| Participant deferral / active EE | $1,512 | $8,719-82.7% | $8,309-81.8% | $6,730-77.5% |
| Admin fee / account holder | $9 | $12,943-99.9% | $11,609-99.9% | $14,365-99.9% |