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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 | $38,971 | $154,228-74.7% | $145,433-73.2% | $137,256-71.6% |
| Participation rate | 40.9% | 83.8%-42.9pp | 82.1%-41.2pp | 80.0%-39.1pp |
| Annual return | 24.02% | 74.59%-50.6pp | 66.58%-42.6pp | 220.34%-196.3pp |
| Employer contribution / active EE | $881 | $4,804-81.7% | $4,554-80.7% | $4,156-78.8% |
| Participant deferral / active EE | $2,090 | $8,216-74.6% | $7,897-73.5% | $6,407-67.4% |
| Admin fee / account holder | $126 | $14,344-99.1% | $13,129-99.0% | $12,270-99.0% |