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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 | $23,730 | $114,013-79.2% | $103,693-77.1% | $155,188-84.7% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.3pp | 80.8%-47.5pp |
| Annual return | 20.76% | 49.31%-28.5pp | 47.61%-26.8pp | 148.84%-128.1pp |
| Employer contribution / active EE | $702 | $3,131-77.6% | $2,920-76.0% | $4,248-83.5% |
| Participant deferral / active EE | $783 | $4,970-84.2% | $4,579-82.9% | $6,531-88.0% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |