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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 | $21,673 | $110,410-80.4% | $102,437-78.8% | $145,897-85.1% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 11.25% | 24.85%-13.6pp | 24.95%-13.7pp | 552.29%-541.0pp |
| Employer contribution / active EE | $1,289 | $4,217-69.4% | $3,871-66.7% | $4,663-72.3% |
| Participant deferral / active EE | $1,289 | $5,622-77.1% | $5,060-74.5% | $6,689-80.7% |
| Admin fee / account holder | $107 | $9,745-98.9% | $8,388-98.7% | $13,390-99.2% |