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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 | $60,765 | $106,280-42.8% | $96,538-37.1% | $139,487-56.4% |
| Participation rate | 25.0% | 77.8%-52.8pp | 74.3%-49.3pp | 80.3%-55.3pp |
| Annual return | 21.66% | 38.48%-16.8pp | 35.74%-14.1pp | 373.84%-352.2pp |
| Employer contribution / active EE | $1,260 | $4,107-69.3% | $3,740-66.3% | $4,755-73.5% |
| Participant deferral / active EE | $1,260 | $5,457-76.9% | $4,880-74.2% | $6,713-81.2% |
| Admin fee / account holder | $228 | $7,888-97.1% | $6,737-96.6% | $11,407-98.0% |