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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 | $67,797 | $124,314-45.5% | $109,163-37.9% | $167,518-59.5% |
| Participation rate | 35.0% | 79.4%-44.4pp | 75.9%-40.9pp | 82.1%-47.1pp |
| Annual return | 12.57% | 26.04%-13.5pp | 25.75%-13.2pp | 478.71%-466.1pp |
| Employer contribution / active EE | $984 | $4,209-76.6% | $3,723-73.6% | $4,838-79.7% |
| Participant deferral / active EE | $1,477 | $5,256-71.9% | $4,654-68.3% | $6,342-76.7% |
| Admin fee / account holder | $77 | $7,973-99.0% | $6,754-98.9% | $12,312-99.4% |