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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 | $121,377 | $124,336-2.4% | $111,303+9.1% | $167,518-27.5% |
| Participation rate | 33.3% | 79.6%-46.3pp | 77.3%-44.0pp | 82.1%-48.8pp |
| Annual return | 11.30% | 37.45%-26.1pp | 54.66%-43.4pp | 478.71%-467.4pp |
| Employer contribution / active EE | $807 | $3,436-76.5% | $2,731-70.4% | $4,838-83.3% |
| Participant deferral / active EE | $893 | $5,181-82.8% | $4,487-80.1% | $6,342-85.9% |
| Admin fee / account holder | $0 | $10,623-100.0% | $7,966-100.0% | $12,312-100.0% |