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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 | $45,367 | $135,956-66.6% | $123,894-63.4% | $273,972-83.4% |
| Participation rate | 16.7% | 84.1%-67.4pp | 81.4%-64.7pp | 83.0%-66.3pp |
| Annual return | 18.43% | 56.63%-38.2pp | 47.52%-29.1pp | 41.46%-23.0pp |
| Employer contribution / active EE | $1,879 | $5,170-63.7% | $4,617-59.3% | $4,869-61.4% |
| Participant deferral / active EE | $1,879 | $6,343-70.4% | $5,984-68.6% | $5,287-64.5% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |