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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 | $29,712 | $103,387-71.3% | $87,102-65.9% | $152,885-80.6% |
| Participation rate | 57.1% | 79.4%-22.2pp | 76.9%-19.7pp | 82.5%-25.3pp |
| Annual return | 18.43% | 28.10%-9.7pp | 28.19%-9.8pp | 345.39%-327.0pp |
| Employer contribution / active EE | $723 | $3,221-77.6% | $2,521-71.3% | $4,763-84.8% |
| Participant deferral / active EE | $1,248 | $4,778-73.9% | $4,048-69.2% | $5,851-78.7% |
| Admin fee / account holder | $34 | $12,193-99.7% | $7,491-99.6% | $11,598-99.7% |