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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 | $61,047 | $93,589-34.8% | $135,942-55.1% | $75,181-18.8% |
| Participation rate | 46.7% | 75.2%-28.5pp | 81.9%-35.2pp | 67.2%-20.5pp |
| Annual return | 17.17% | 30.90%-13.7pp | 68.28%-51.1pp | 160.69%-143.5pp |
| Employer contribution / active EE | $1,040 | $3,537-70.6% | $4,858-78.6% | $2,671-61.1% |
| Participant deferral / active EE | $1,646 | $6,405-74.3% | $7,759-78.8% | $4,126-60.1% |
| Admin fee / account holder | $0 | $6,977-100.0% | $10,764-100.0% | $5,650-100.0% |