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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 | $23,510 | $115,903-79.7% | $100,528-76.6% | $158,966-85.2% |
| Participation rate | 58.8% | 81.6%-22.8pp | 79.4%-20.6pp | 82.0%-23.1pp |
| Annual return | 21.14% | 34.80%-13.7pp | 30.90%-9.8pp | 302.95%-281.8pp |
| Employer contribution / active EE | $1,042 | $4,105-74.6% | $3,419-69.5% | $4,762-78.1% |
| Participant deferral / active EE | $1,926 | $6,677-71.2% | $6,271-69.3% | $5,983-67.8% |
| Admin fee / account holder | $8 | $11,000-99.9% | $8,084-99.9% | $11,250-99.9% |