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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 | $68,877 | $77,908-11.6% | $149,696-54.0% | $75,173-8.4% |
| Participation rate | 21.6% | 65.6%-44.0pp | 78.8%-57.2pp | 67.2%-45.6pp |
| Annual return | 15.96% | 31.73%-15.8pp | 134.46%-118.5pp | 160.72%-144.8pp |
| Employer contribution / active EE | $641 | $3,138-79.6% | $4,821-86.7% | $2,671-76.0% |
| Participant deferral / active EE | $674 | $3,411-80.2% | $5,682-88.1% | $4,126-83.7% |
| Admin fee / account holder | $0 | $5,950-100.0% | $13,212-100.0% | $5,651-100.0% |