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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 | $47,509 | $135,956-65.1% | $123,894-61.7% | $273,972-82.7% |
| Participation rate | 25.0% | 84.1%-59.1pp | 81.4%-56.4pp | 83.0%-58.0pp |
| Annual return | 7.42% | 56.63%-49.2pp | 47.52%-40.1pp | 41.46%-34.0pp |
| Employer contribution / active EE | $1,268 | $5,170-75.5% | $4,617-72.5% | $4,869-74.0% |
| Participant deferral / active EE | $1,268 | $6,343-80.0% | $5,984-78.8% | $5,287-76.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |