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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 | $34,536 | $135,956-74.6% | $123,894-72.1% | $273,972-87.4% |
| Participation rate | 55.6% | 84.1%-28.5pp | 81.4%-25.9pp | 83.0%-27.5pp |
| Annual return | 8.84% | 56.63%-47.8pp | 47.52%-38.7pp | 41.46%-32.6pp |
| Employer contribution / active EE | $1,263 | $5,170-75.6% | $4,617-72.6% | $4,869-74.1% |
| Participant deferral / active EE | $1,916 | $6,343-69.8% | $5,984-68.0% | $5,287-63.8% |
| Admin fee / account holder | $25 | $9,817-99.7% | $8,357-99.7% | $10,133-99.8% |