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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 | $29,047 | $211,239-86.2% | $178,528-83.7% | $145,877-80.1% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 13.87% | 30.22%-16.4pp | 27.11%-13.2pp | 551.28%-537.4pp |
| Employer contribution / active EE | $798 | $4,570-82.5% | $3,950-79.8% | $4,663-82.9% |
| Participant deferral / active EE | $1,038 | $6,963-85.1% | $6,278-83.5% | $6,691-84.5% |
| Admin fee / account holder | $0 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |