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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 | $57,414 | $115,903-50.5% | $100,528-42.9% | $158,966-63.9% |
| Participation rate | 58.8% | 81.6%-22.8pp | 79.4%-20.6pp | 82.0%-23.1pp |
| Annual return | 8.71% | 34.80%-26.1pp | 30.90%-22.2pp | 302.95%-294.2pp |
| Employer contribution / active EE | $1,316 | $4,105-67.9% | $3,419-61.5% | $4,762-72.4% |
| Participant deferral / active EE | $1,814 | $6,677-72.8% | $6,271-71.1% | $5,983-69.7% |
| Admin fee / account holder | $0 | $11,000-100.0% | $8,084-100.0% | $11,250-100.0% |