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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 | $58,732 | $154,228-61.9% | $145,433-59.6% | $137,256-57.2% |
| Participation rate | 35.7% | 83.8%-48.1pp | 82.1%-46.4pp | 80.0%-44.2pp |
| Annual return | 18.15% | 74.59%-56.4pp | 66.58%-48.4pp | 220.34%-202.2pp |
| Employer contribution / active EE | $898 | $4,804-81.3% | $4,554-80.3% | $4,156-78.4% |
| Participant deferral / active EE | $2,294 | $8,216-72.1% | $7,897-71.0% | $6,407-64.2% |
| Admin fee / account holder | $223 | $14,344-98.4% | $13,129-98.3% | $12,270-98.2% |