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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 | $30,155 | $105,856-71.5% | $90,161-66.6% | $147,586-79.6% |
| Participation rate | 42.9% | 79.7%-36.9pp | 76.9%-34.0pp | 82.8%-40.0pp |
| Annual return | 19.51% | 37.63%-18.1pp | 34.89%-15.4pp | 578.59%-559.1pp |
| Employer contribution / active EE | $880 | $4,126-78.7% | $3,318-73.5% | $4,876-82.0% |
| Participant deferral / active EE | $924 | $5,733-83.9% | $5,287-82.5% | $5,439-83.0% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |