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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 | $40,020 | $118,467-66.2% | $98,450-59.3% | $139,456-71.3% |
| Participation rate | 54.5% | 77.5%-22.9pp | 75.2%-20.6pp | 80.3%-25.8pp |
| Annual return | 11.28% | 18.95%-7.7pp | 21.16%-9.9pp | 373.45%-362.2pp |
| Employer contribution / active EE | $1,062 | $3,611-70.6% | $3,049-65.2% | $4,753-77.7% |
| Participant deferral / active EE | $1,213 | $5,393-77.5% | $4,739-74.4% | $6,711-81.9% |
| Admin fee / account holder | $87 | $14,057-99.4% | $8,961-99.0% | $11,407-99.2% |