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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 | $99,631 | $110,379-9.7% | $102,412-2.7% | $145,884-31.7% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 9.48% | 24.84%-15.4pp | 24.94%-15.5pp | 551.85%-542.4pp |
| Employer contribution / active EE | $1,153 | $4,216-72.7% | $3,870-70.2% | $4,662-75.3% |
| Participant deferral / active EE | $1,300 | $5,622-76.9% | $5,060-74.3% | $6,690-80.6% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |