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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 | $129,736 | $157,829-17.8% | $136,867-5.2% | $198,609-34.7% |
| Participation rate | 15.4% | 77.2%-61.8pp | 74.5%-59.2pp | 82.4%-67.0pp |
| Annual return | 8.57% | 51.25%-42.7pp | 42.97%-34.4pp | 202.70%-194.1pp |
| Employer contribution / active EE | $1,531 | $3,923-61.0% | $3,547-56.8% | $5,055-69.7% |
| Participant deferral / active EE | $987 | $5,463-81.9% | $4,924-80.0% | $6,977-85.9% |
| Admin fee / account holder | $265 | $11,107-97.6% | $10,340-97.4% | $19,030-98.6% |