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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 | $50,635 | $124,330-59.3% | $109,173-53.6% | $167,536-69.8% |
| Participation rate | 30.4% | 79.5%-49.0pp | 75.9%-45.4pp | 82.1%-51.7pp |
| Annual return | 12.63% | 26.04%-13.4pp | 25.75%-13.1pp | 478.82%-466.2pp |
| Employer contribution / active EE | $930 | $4,209-77.9% | $3,723-75.0% | $4,839-80.8% |
| Participant deferral / active EE | $1,424 | $5,256-72.9% | $4,654-69.4% | $6,342-77.5% |
| Admin fee / account holder | $56 | $7,974-99.3% | $6,755-99.2% | $12,315-99.5% |