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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 | $25,105 | $108,942-77.0% | $100,415-75.0% | $145,897-82.8% |
| Participation rate | 33.3% | 83.0%-49.6pp | 81.5%-48.2pp | 80.3%-47.0pp |
| Annual return | 12.59% | 58.27%-45.7pp | 49.47%-36.9pp | 552.29%-539.7pp |
| Employer contribution / active EE | $891 | $4,422-79.8% | $3,943-77.4% | $4,663-80.9% |
| Participant deferral / active EE | $2,036 | $8,461-75.9% | $8,091-74.8% | $6,689-69.6% |
| Admin fee / account holder | $0 | $9,702-100.0% | $7,906-100.0% | $13,390-100.0% |