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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 | $41,271 | $100,970-59.1% | $96,576-57.3% | $137,256-69.9% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 18.29% | 38.16%-19.9pp | 38.47%-20.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $838 | $3,809-78.0% | $3,553-76.4% | $4,156-79.8% |
| Participant deferral / active EE | $1,048 | $8,286-87.4% | $7,956-86.8% | $6,407-83.6% |
| Admin fee / account holder | $84 | $11,312-99.3% | $11,381-99.3% | $12,270-99.3% |