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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 | $22,885 | $135,956-83.2% | $123,894-81.5% | $273,972-91.6% |
| Participation rate | 38.5% | 84.1%-45.6pp | 81.4%-42.9pp | 83.0%-44.6pp |
| Annual return | 12.90% | 56.63%-43.7pp | 47.52%-34.6pp | 41.46%-28.6pp |
| Employer contribution / active EE | $1,449 | $5,170-72.0% | $4,617-68.6% | $4,869-70.2% |
| Participant deferral / active EE | $1,807 | $6,343-71.5% | $5,984-69.8% | $5,287-65.8% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |