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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 | $139,948-67.7% | $121,663-62.9% | $154,746-70.8% |
| Participation rate | 46.7% | 78.0%-31.3pp | 74.5%-27.8pp | 80.7%-34.0pp |
| Annual return | 13.89% | 230.52%-216.6pp | 147.54%-133.7pp | 172.34%-158.4pp |
| Employer contribution / active EE | $680 | $3,521-80.7% | $3,020-77.5% | $4,379-84.5% |
| Participant deferral / active EE | $1,284 | $5,629-77.2% | $4,887-73.7% | $6,730-80.9% |
| Admin fee / account holder | $295 | $17,321-98.3% | $14,289-97.9% | $14,365-97.9% |