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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 | $60,847 | $100,970-39.7% | $96,576-37.0% | $137,256-55.7% |
| Participation rate | 55.6% | 82.6%-27.1pp | 81.4%-25.9pp | 80.0%-24.4pp |
| Annual return | 15.05% | 38.16%-23.1pp | 38.47%-23.4pp | 220.34%-205.3pp |
| Employer contribution / active EE | $764 | $3,809-79.9% | $3,553-78.5% | $4,156-81.6% |
| Participant deferral / active EE | $1,667 | $8,286-79.9% | $7,956-79.1% | $6,407-74.0% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |