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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 | $88,129 | $135,956-35.2% | $123,894-28.9% | $273,972-67.8% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 10.53% | 56.63%-46.1pp | 47.52%-37.0pp | 41.46%-30.9pp |
| Employer contribution / active EE | $1,482 | $5,170-71.3% | $4,617-67.9% | $4,869-69.6% |
| Participant deferral / active EE | $1,482 | $6,343-76.6% | $5,984-75.2% | $5,287-72.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |