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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 | $33,369 | $117,846-71.7% | $102,434-67.4% | $145,884-77.1% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 15.53% | 31.90%-16.4pp | 29.46%-13.9pp | 551.85%-536.3pp |
| Employer contribution / active EE | $1,219 | $3,615-66.3% | $3,023-59.7% | $4,662-73.9% |
| Participant deferral / active EE | $1,379 | $5,733-75.9% | $5,055-72.7% | $6,690-79.4% |
| Admin fee / account holder | $0 | $13,356-100.0% | $9,462-100.0% | $13,392-100.0% |