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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 | $23,907 | $114,237-79.1% | $119,258-80.0% | $167,536-85.7% |
| Participation rate | 42.9% | 83.7%-40.9pp | 82.7%-39.9pp | 82.1%-39.3pp |
| Annual return | 13.58% | 29.87%-16.3pp | 30.69%-17.1pp | 478.82%-465.2pp |
| Employer contribution / active EE | $1,403 | $4,481-68.7% | $4,384-68.0% | $4,839-71.0% |
| Participant deferral / active EE | $1,901 | $6,084-68.8% | $6,111-68.9% | $6,342-70.0% |
| Admin fee / account holder | $124 | $8,932-98.6% | $7,226-98.3% | $12,315-99.0% |