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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 | $58,580 | $181,062-67.6% | $158,223-63.0% | $155,188-62.3% |
| Participation rate | 40.0% | 82.7%-42.7pp | 79.2%-39.2pp | 80.8%-40.8pp |
| Annual return | 13.56% | 57.39%-43.8pp | 52.09%-38.5pp | 148.84%-135.3pp |
| Employer contribution / active EE | $1,648 | $4,565-63.9% | $4,109-59.9% | $4,248-61.2% |
| Participant deferral / active EE | $1,648 | $6,134-73.1% | $5,467-69.9% | $6,531-74.8% |
| Admin fee / account holder | $226 | $18,825-98.8% | $16,047-98.6% | $14,480-98.4% |