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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 | $99,535 | $232,540-57.2% | $185,117-46.2% | $147,586-32.6% |
| Participation rate | 60.0% | 82.4%-22.4pp | 77.3%-17.3pp | 82.8%-22.8pp |
| Annual return | 21.00% | 43.03%-22.0pp | 40.50%-19.5pp | 578.59%-557.6pp |
| Employer contribution / active EE | $457 | $5,195-91.2% | $4,182-89.1% | $4,876-90.6% |
| Participant deferral / active EE | $666 | $5,834-88.6% | $5,045-86.8% | $5,439-87.8% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |