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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 | $21,495 | $96,508-77.7% | $75,901-71.7% | $152,897-85.9% |
| Participation rate | 45.5% | 76.2%-30.7pp | 69.3%-23.8pp | 82.5%-37.0pp |
| Annual return | 24.32% | 33.99%-9.7pp | 30.76%-6.4pp | 345.43%-321.1pp |
| Employer contribution / active EE | $654 | $3,310-80.2% | $2,501-73.8% | $4,764-86.3% |
| Participant deferral / active EE | $870 | $4,554-80.9% | $3,603-75.9% | $5,851-85.1% |
| Admin fee / account holder | $0 | $8,081-100.0% | $5,420-100.0% | $11,599-100.0% |