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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 | $16,903 | $100,279-83.1% | $81,353-79.2% | $145,884-88.4% |
| Participation rate | 60.0% | 74.3%-14.3pp | 69.5%-9.5pp | 80.3%-20.3pp |
| Annual return | 8.73% | 34.49%-25.8pp | 24.82%-16.1pp | 551.85%-543.1pp |
| Employer contribution / active EE | $453 | $2,979-84.8% | $2,464-81.6% | $4,662-90.3% |
| Participant deferral / active EE | $638 | $4,611-86.2% | $3,885-83.6% | $6,690-90.5% |
| Admin fee / account holder | $0 | $8,206-100.0% | $5,766-100.0% | $13,392-100.0% |