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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 | $65,632 | $103,387-36.5% | $87,102-24.6% | $152,885-57.1% |
| Participation rate | 40.9% | 79.4%-38.4pp | 76.9%-36.0pp | 82.5%-41.5pp |
| Annual return | 21.75% | 28.10%-6.3pp | 28.19%-6.4pp | 345.39%-323.6pp |
| Employer contribution / active EE | $725 | $3,221-77.5% | $2,521-71.3% | $4,763-84.8% |
| Participant deferral / active EE | $910 | $4,778-81.0% | $4,048-77.5% | $5,851-84.5% |
| Admin fee / account holder | $37 | $12,193-99.7% | $7,491-99.5% | $11,598-99.7% |