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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 | $54,722 | $115,225-52.5% | $100,712-45.7% | $138,895-60.6% |
| Participation rate | 40.0% | 74.3%-34.3pp | 69.3%-29.3pp | 79.9%-39.9pp |
| Annual return | 18.04% | 40.35%-22.3pp | 33.27%-15.2pp | 145.39%-127.4pp |
| Employer contribution / active EE | $798 | $2,771-71.2% | $2,313-65.5% | $4,194-81.0% |
| Participant deferral / active EE | $1,047 | $4,699-77.7% | $4,085-74.4% | $6,396-83.6% |
| Admin fee / account holder | $0 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |