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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 | $53,641 | $114,013-53.0% | $103,693-48.3% | $155,188-65.4% |
| Participation rate | 28.6% | 75.2%-46.6pp | 72.6%-44.1pp | 80.8%-52.2pp |
| Annual return | 14.03% | 49.31%-35.3pp | 47.61%-33.6pp | 148.84%-134.8pp |
| Employer contribution / active EE | $772 | $3,131-75.3% | $2,920-73.6% | $4,248-81.8% |
| Participant deferral / active EE | $985 | $4,970-80.2% | $4,579-78.5% | $6,531-84.9% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |