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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 | $48,474 | $81,208-40.3% | $98,916-51.0% | $79,858-39.3% |
| Participation rate | 48.0% | 72.5%-24.5pp | 76.0%-28.0pp | 69.6%-21.6pp |
| Annual return | 12.97% | 60.99%-48.0pp | 196.45%-183.5pp | 31.72%-18.7pp |
| Employer contribution / active EE | $540 | $1,960-72.4% | $2,689-79.9% | $2,471-78.1% |
| Participant deferral / active EE | $1,389 | $3,265-57.5% | $4,245-67.3% | $3,740-62.9% |
| Admin fee / account holder | $44 | $6,013-99.3% | $6,642-99.3% | $5,306-99.2% |