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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 | $74,597 | $102,245-27.0% | $89,340-16.5% | $137,256-45.7% |
| Participation rate | 50.0% | 74.9%-24.9pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 16.86% | 21.89%-5.0pp | 20.57%-3.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $560 | $2,529-77.9% | $2,231-74.9% | $4,156-86.5% |
| Participant deferral / active EE | $560 | $4,436-87.4% | $3,823-85.4% | $6,407-91.3% |
| Admin fee / account holder | $0 | $8,085-100.0% | $6,704-100.0% | $12,270-100.0% |