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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 | $63,118 | $110,410-42.8% | $102,437-38.4% | $145,897-56.7% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.5%-49.5pp | 80.3%-55.3pp |
| Annual return | 12.97% | 24.85%-11.9pp | 24.95%-12.0pp | 552.29%-539.3pp |
| Employer contribution / active EE | $996 | $4,217-76.4% | $3,871-74.3% | $4,663-78.6% |
| Participant deferral / active EE | $996 | $5,622-82.3% | $5,060-80.3% | $6,689-85.1% |
| Admin fee / account holder | $258 | $9,745-97.4% | $8,388-96.9% | $13,390-98.1% |