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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 | $28,730 | $106,247-73.0% | $96,515-70.2% | $139,466-79.4% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 15.62% | 38.47%-22.8pp | 35.73%-20.1pp | 373.66%-358.0pp |
| Employer contribution / active EE | $1,030 | $4,106-74.9% | $3,740-72.5% | $4,754-78.3% |
| Participant deferral / active EE | $1,030 | $5,456-81.1% | $4,880-78.9% | $6,712-84.7% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |