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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 | $24,793 | $117,829-79.0% | $102,423-75.8% | $145,877-83.0% |
| Participation rate | 52.6% | 78.6%-26.0pp | 76.5%-23.9pp | 80.3%-27.7pp |
| Annual return | 12.55% | 31.83%-19.3pp | 29.42%-16.9pp | 551.28%-538.7pp |
| Employer contribution / active EE | $1,272 | $3,615-64.8% | $3,023-57.9% | $4,663-72.7% |
| Participant deferral / active EE | $1,473 | $5,732-74.3% | $5,054-70.8% | $6,691-78.0% |
| Admin fee / account holder | $0 | $13,335-100.0% | $9,455-100.0% | $13,402-100.0% |