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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 | $30,980 | $103,393-70.0% | $87,103-64.4% | $152,909-79.7% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.9%-10.2pp | 82.5%-15.8pp |
| Annual return | 23.30% | 28.10%-4.8pp | 28.19%-4.9pp | 345.46%-322.2pp |
| Employer contribution / active EE | $1,031 | $3,221-68.0% | $2,521-59.1% | $4,764-78.4% |
| Participant deferral / active EE | $1,246 | $4,778-73.9% | $4,049-69.2% | $5,851-78.7% |
| Admin fee / account holder | $0 | $12,195-100.0% | $7,491-100.0% | $11,601-100.0% |