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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 | $185,141-21.0% | $153,416-4.7% | $155,188-5.7% |
| Participation rate | 50.0% | 79.9%-29.9pp | 74.3%-24.3pp | 80.8%-30.8pp |
| Annual return | 11.92% | 18.72%-6.8pp | 17.84%-5.9pp | 148.84%-136.9pp |
| Employer contribution / active EE | $1,347 | $4,489-70.0% | $3,764-64.2% | $4,248-68.3% |
| Participant deferral / active EE | $1,347 | $5,477-75.4% | $4,723-71.5% | $6,531-79.4% |
| Admin fee / account holder | $40 | $16,005-99.8% | $13,095-99.7% | $14,480-99.7% |