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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 | $64,659 | $135,956-52.4% | $123,894-47.8% | $273,972-76.4% |
| Participation rate | 41.7% | 84.1%-42.4pp | 81.4%-39.7pp | 83.0%-41.3pp |
| Annual return | 6.59% | 56.63%-50.0pp | 47.52%-40.9pp | 41.46%-34.9pp |
| Employer contribution / active EE | $949 | $5,170-81.7% | $4,617-79.5% | $4,869-80.5% |
| Participant deferral / active EE | $1,342 | $6,343-78.8% | $5,984-77.6% | $5,287-74.6% |
| Admin fee / account holder | $52 | $9,817-99.5% | $8,357-99.4% | $10,133-99.5% |