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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 | $162,136-71.1% | $152,301-69.2% | $154,746-69.7% |
| Participation rate | 57.1% | 84.1%-27.0pp | 82.4%-25.3pp | 80.7%-23.6pp |
| Annual return | 24.74% | 91.02%-66.3pp | 80.50%-55.8pp | 172.34%-147.6pp |
| Employer contribution / active EE | $1,207 | $4,890-75.3% | $4,624-73.9% | $4,379-72.4% |
| Participant deferral / active EE | $1,683 | $8,341-79.8% | $8,004-79.0% | $6,730-75.0% |
| Admin fee / account holder | $181 | $15,759-98.9% | $14,398-98.7% | $14,365-98.7% |