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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 | $11,417 | $110,410-89.7% | $102,437-88.9% | $145,897-92.2% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 16.91% | 24.85%-7.9pp | 24.95%-8.0pp | 552.29%-535.4pp |
| Employer contribution / active EE | $1,061 | $4,217-74.9% | $3,871-72.6% | $4,663-77.3% |
| Participant deferral / active EE | $1,152 | $5,622-79.5% | $5,060-77.2% | $6,689-82.8% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |