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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 | $78,411 | $114,119-31.3% | $107,187-26.8% | $138,895-43.5% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 79.9%-22.8pp |
| Annual return | 14.75% | 273.21%-258.5pp | 204.55%-189.8pp | 145.39%-130.6pp |
| Employer contribution / active EE | $983 | $4,059-75.8% | $3,782-74.0% | $4,194-76.6% |
| Participant deferral / active EE | $1,194 | $5,538-78.4% | $5,096-76.6% | $6,396-81.3% |
| Admin fee / account holder | $50 | $10,024-99.5% | $9,162-99.5% | $12,562-99.6% |