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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 | $58,286 | $110,212-47.1% | $96,534-39.6% | $139,466-58.2% |
| Participation rate | 41.7% | 78.1%-36.5pp | 76.0%-34.3pp | 80.3%-38.7pp |
| Annual return | 15.00% | 26.42%-11.4pp | 25.88%-10.9pp | 373.66%-358.7pp |
| Employer contribution / active EE | $846 | $3,620-76.6% | $2,965-71.5% | $4,754-82.2% |
| Participant deferral / active EE | $1,666 | $5,547-70.0% | $4,851-65.7% | $6,712-75.2% |
| Admin fee / account holder | $1 | $11,599-100.0% | $8,253-100.0% | $11,409-100.0% |