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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 | $46,863 | $154,228-69.6% | $145,433-67.8% | $137,256-65.9% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 24.74% | 74.59%-49.9pp | 66.58%-41.8pp | 220.34%-195.6pp |
| Employer contribution / active EE | $1,207 | $4,804-74.9% | $4,554-73.5% | $4,156-71.0% |
| Participant deferral / active EE | $1,683 | $8,216-79.5% | $7,897-78.7% | $6,407-73.7% |
| Admin fee / account holder | $181 | $14,344-98.7% | $13,129-98.6% | $12,270-98.5% |