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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 | $61,087 | $104,251-41.4% | $91,004-32.9% | $147,586-58.6% |
| Participation rate | 25.0% | 78.2%-53.2pp | 75.6%-50.6pp | 82.8%-57.8pp |
| Annual return | 19.53% | 27.06%-7.5pp | 4.60%+14.9pp | 578.59%-559.1pp |
| Employer contribution / active EE | $547 | $3,116-82.4% | $2,456-77.7% | $4,876-88.8% |
| Participant deferral / active EE | $650 | $4,195-84.5% | $3,548-81.7% | $5,439-88.1% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |