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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 | $85,948 | $110,240-22.0% | $96,544-11.0% | $139,487-38.4% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 16.10% | 26.41%-10.3pp | 25.88%-9.8pp | 373.84%-357.7pp |
| Employer contribution / active EE | $992 | $3,622-72.6% | $2,966-66.6% | $4,755-79.1% |
| Participant deferral / active EE | $1,054 | $5,549-81.0% | $4,851-78.3% | $6,713-84.3% |
| Admin fee / account holder | $0 | $11,602-100.0% | $8,254-100.0% | $11,407-100.0% |