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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 | $54,113 | $99,875-45.8% | $146,866-63.2% | $86,983-37.8% |
| Participation rate | 59.0% | 75.8%-16.8pp | 82.5%-23.5pp | 69.5%-10.6pp |
| Annual return | 16.96% | 28.10%-11.1pp | 102.85%-85.9pp | 25.83%-8.9pp |
| Employer contribution / active EE | $797 | $3,224-75.3% | $4,425-82.0% | $2,584-69.1% |
| Participant deferral / active EE | $834 | $6,322-86.8% | $7,759-89.2% | $4,194-80.1% |
| Admin fee / account holder | $13 | $7,838-99.8% | $13,620-99.9% | $7,856-99.8% |