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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 | $69,232 | $147,556-53.1% | $129,031-46.3% | $198,609-65.1% |
| Participation rate | 25.0% | 77.2%-52.2pp | 73.4%-48.4pp | 82.4%-57.4pp |
| Annual return | 20.88% | 37.41%-16.5pp | 34.67%-13.8pp | 202.70%-181.8pp |
| Employer contribution / active EE | $1,508 | $3,645-58.6% | $3,226-53.2% | $5,055-70.2% |
| Participant deferral / active EE | $1,508 | $5,760-73.8% | $5,217-71.1% | $6,977-78.4% |
| Admin fee / account holder | $0 | $15,467-100.0% | $13,208-100.0% | $19,030-100.0% |