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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 | $66,027 | $99,053-33.3% | $88,179-25.1% | $138,895-52.5% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.1%-44.1pp | 79.9%-54.9pp |
| Annual return | 13.46% | 78.17%-64.7pp | 64.97%-51.5pp | 145.39%-131.9pp |
| Employer contribution / active EE | $502 | $2,882-82.6% | $2,549-80.3% | $4,194-88.0% |
| Participant deferral / active EE | $753 | $5,225-85.6% | $4,614-83.7% | $6,396-88.2% |
| Admin fee / account holder | $0 | $8,748-100.0% | $7,673-100.0% | $12,562-100.0% |