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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 | $63,169 | $154,228-59.0% | $145,433-56.6% | $137,256-54.0% |
| Participation rate | 55.6% | 83.8%-28.2pp | 82.1%-26.6pp | 80.0%-24.4pp |
| Annual return | 16.80% | 74.59%-57.8pp | 66.58%-49.8pp | 220.34%-203.5pp |
| Employer contribution / active EE | $991 | $4,804-79.4% | $4,554-78.2% | $4,156-76.1% |
| Participant deferral / active EE | $1,793 | $8,216-78.2% | $7,897-77.3% | $6,407-72.0% |
| Admin fee / account holder | $240 | $14,344-98.3% | $13,129-98.2% | $12,270-98.0% |