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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 | $83,117 | $115,903-28.3% | $100,528-17.3% | $158,966-47.7% |
| Participation rate | 25.0% | 81.6%-56.6pp | 79.4%-54.4pp | 82.0%-57.0pp |
| Annual return | 14.52% | 34.80%-20.3pp | 30.90%-16.4pp | 302.95%-288.4pp |
| Employer contribution / active EE | $510 | $4,105-87.6% | $3,419-85.1% | $4,762-89.3% |
| Participant deferral / active EE | $510 | $6,677-92.4% | $6,271-91.9% | $5,983-91.5% |
| Admin fee / account holder | $0 | $11,000-100.0% | $8,084-100.0% | $11,250-100.0% |