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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 | $123,155-55.6% | $108,753-49.7% | $155,188-64.7% |
| Participation rate | 40.0% | 75.6%-35.6pp | 71.1%-31.1pp | 80.8%-40.8pp |
| Annual return | 18.04% | 44.73%-26.7pp | 37.47%-19.4pp | 148.84%-130.8pp |
| Employer contribution / active EE | $798 | $2,811-71.6% | $2,427-67.1% | $4,248-81.2% |
| Participant deferral / active EE | $1,047 | $4,623-77.3% | $4,115-74.5% | $6,531-84.0% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,320-100.0% | $14,480-100.0% |