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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 | $100,970-47.4% | $96,576-45.1% | $137,256-61.3% |
| Participation rate | 63.6% | 82.6%-19.0pp | 81.4%-17.8pp | 80.0%-16.3pp |
| Annual return | 15.14% | 38.16%-23.0pp | 38.47%-23.3pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,465 | $3,809-61.5% | $3,553-58.8% | $4,156-64.8% |
| Participant deferral / active EE | $1,512 | $8,286-81.7% | $7,956-81.0% | $6,407-76.4% |
| Admin fee / account holder | $9 | $11,312-99.9% | $11,381-99.9% | $12,270-99.9% |