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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 | $15,563 | $211,288-92.6% | $178,540-91.3% | $145,884-89.3% |
| Participation rate | 55.6% | 80.8%-25.3pp | 77.1%-21.6pp | 80.3%-24.7pp |
| Annual return | 11.68% | 30.27%-18.6pp | 27.15%-15.5pp | 551.85%-540.2pp |
| Employer contribution / active EE | $1,080 | $4,574-76.4% | $3,953-72.7% | $4,662-76.8% |
| Participant deferral / active EE | $1,126 | $6,967-83.8% | $6,281-82.1% | $6,690-83.2% |
| Admin fee / account holder | $279 | $12,105-97.7% | $10,424-97.3% | $13,392-97.9% |