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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 | $49,312 | $155,555-68.3% | $146,866-66.4% | $155,188-68.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 13.42% | 115.41%-102.0pp | 102.85%-89.4pp | 148.84%-135.4pp |
| Employer contribution / active EE | $1,072 | $4,647-76.9% | $4,425-75.8% | $4,248-74.8% |
| Participant deferral / active EE | $1,271 | $8,044-84.2% | $7,759-83.6% | $6,531-80.5% |
| Admin fee / account holder | $24 | $14,755-99.8% | $13,620-99.8% | $14,480-99.8% |