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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 | $38,909 | $87,166-55.4% | $76,735-49.3% | $137,256-71.7% |
| Participation rate | 28.6% | 74.4%-45.8pp | 69.5%-40.9pp | 80.0%-51.4pp |
| Annual return | 21.83% | 26.50%-4.7pp | 29.77%-7.9pp | 220.34%-198.5pp |
| Employer contribution / active EE | $579 | $2,904-80.1% | $2,454-76.4% | $4,156-86.1% |
| Participant deferral / active EE | $822 | $4,726-82.6% | $4,088-79.9% | $6,407-87.2% |
| Admin fee / account holder | $0 | $8,403-100.0% | $7,189-100.0% | $12,270-100.0% |