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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 | $45,141 | $132,634-66.0% | $115,768-61.0% | $137,256-67.1% |
| Participation rate | 46.7% | 77.9%-31.2pp | 74.4%-27.7pp | 80.0%-33.3pp |
| Annual return | 13.89% | 160.70%-146.8pp | 100.46%-86.6pp | 220.34%-206.5pp |
| Employer contribution / active EE | $680 | $3,360-79.8% | $2,940-76.9% | $4,156-83.6% |
| Participant deferral / active EE | $1,284 | $5,619-77.1% | $4,917-73.9% | $6,407-80.0% |
| Admin fee / account holder | $295 | $15,028-98.0% | $12,439-97.6% | $12,270-97.6% |