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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 | $45,290 | $124,314-63.6% | $109,163-58.5% | $167,518-73.0% |
| Participation rate | 35.0% | 79.4%-44.4pp | 75.9%-40.9pp | 82.1%-47.1pp |
| Annual return | 14.30% | 26.04%-11.7pp | 25.75%-11.5pp | 478.71%-464.4pp |
| Employer contribution / active EE | $818 | $4,209-80.6% | $3,723-78.0% | $4,838-83.1% |
| Participant deferral / active EE | $1,324 | $5,256-74.8% | $4,654-71.6% | $6,342-79.1% |
| Admin fee / account holder | $231 | $7,973-97.1% | $6,754-96.6% | $12,312-98.1% |