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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 | $106,086 | $110,212-3.7% | $96,534+9.9% | $139,466-23.9% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 12.62% | 26.42%-13.8pp | 25.88%-13.3pp | 373.66%-361.0pp |
| Employer contribution / active EE | $1,210 | $3,620-66.6% | $2,965-59.2% | $4,754-74.6% |
| Participant deferral / active EE | $1,383 | $5,547-75.1% | $4,851-71.5% | $6,712-79.4% |
| Admin fee / account holder | $60 | $11,599-99.5% | $8,253-99.3% | $11,409-99.5% |