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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 | $46,765 | $181,062-74.2% | $158,223-70.4% | $155,188-69.9% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 12.95% | 57.39%-44.4pp | 52.09%-39.1pp | 148.84%-135.9pp |
| Employer contribution / active EE | $981 | $4,565-78.5% | $4,109-76.1% | $4,248-76.9% |
| Participant deferral / active EE | $1,634 | $6,134-73.4% | $5,467-70.1% | $6,531-75.0% |
| Admin fee / account holder | $255 | $18,825-98.6% | $16,047-98.4% | $14,480-98.2% |