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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 | $22,825 | $135,956-83.2% | $123,894-81.6% | $273,972-91.7% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 5.55% | 56.63%-51.1pp | 47.52%-42.0pp | 41.46%-35.9pp |
| Employer contribution / active EE | $1,603 | $5,170-69.0% | $4,617-65.3% | $4,869-67.1% |
| Participant deferral / active EE | $1,603 | $6,343-74.7% | $5,984-73.2% | $5,287-69.7% |
| Admin fee / account holder | $57 | $9,817-99.4% | $8,357-99.3% | $10,133-99.4% |