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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 | $50,157 | $124,336-59.7% | $111,303-54.9% | $167,518-70.1% |
| Participation rate | 66.7% | 79.6%-13.0pp | 77.3%-10.6pp | 82.1%-15.4pp |
| Annual return | 16.99% | 37.45%-20.5pp | 54.66%-37.7pp | 478.71%-461.7pp |
| Employer contribution / active EE | $971 | $3,436-71.7% | $2,731-64.4% | $4,838-79.9% |
| Participant deferral / active EE | $1,579 | $5,181-69.5% | $4,487-64.8% | $6,342-75.1% |
| Admin fee / account holder | $131 | $10,623-98.8% | $7,966-98.4% | $12,312-98.9% |