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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 | $146,270 | $177,156-17.4% | $147,027-0.5% | $154,746-5.5% |
| Participation rate | 50.0% | 79.4%-29.4pp | 73.7%-23.7pp | 80.7%-30.7pp |
| Annual return | 11.92% | 21.94%-10.0pp | 20.23%-8.3pp | 172.34%-160.4pp |
| Employer contribution / active EE | $1,347 | $4,336-68.9% | $3,626-62.8% | $4,379-69.2% |
| Participant deferral / active EE | $1,347 | $5,797-76.8% | $4,933-72.7% | $6,730-80.0% |
| Admin fee / account holder | $40 | $14,904-99.7% | $12,223-99.7% | $14,365-99.7% |