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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 | $105,265 | $114,013-7.7% | $103,693+1.5% | $155,188-32.2% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.3pp | 80.8%-47.5pp |
| Annual return | 29.50% | 49.31%-19.8pp | 47.61%-18.1pp | 148.84%-119.3pp |
| Employer contribution / active EE | $837 | $3,131-73.3% | $2,920-71.3% | $4,248-80.3% |
| Participant deferral / active EE | $898 | $4,970-81.9% | $4,579-80.4% | $6,531-86.3% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |