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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 | $35,087 | $104,709-66.5% | $85,705-59.1% | $167,553-79.1% |
| Participation rate | 57.9% | 76.4%-18.5pp | 69.9%-12.0pp | 82.1%-24.2pp |
| Annual return | 16.49% | 21.45%-5.0pp | 21.49%-5.0pp | 478.89%-462.4pp |
| Employer contribution / active EE | $1,053 | $3,338-68.5% | $2,619-59.8% | $4,840-78.2% |
| Participant deferral / active EE | $1,081 | $4,827-77.6% | $3,924-72.4% | $6,343-82.9% |
| Admin fee / account holder | $20 | $10,036-99.8% | $6,877-99.7% | $12,316-99.8% |