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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 | $19,489 | $124,425-84.3% | $112,040-82.6% | $137,256-85.8% |
| Participation rate | 55.6% | 79.3%-23.8pp | 76.5%-20.9pp | 80.0%-24.4pp |
| Annual return | 18.17% | 24.72%-6.6pp | 24.52%-6.4pp | 220.34%-202.2pp |
| Employer contribution / active EE | $890 | $3,411-73.9% | $2,954-69.9% | $4,156-78.6% |
| Participant deferral / active EE | $1,462 | $5,718-74.4% | $5,098-71.3% | $6,407-77.2% |
| Admin fee / account holder | $106 | $15,207-99.3% | $12,098-99.1% | $12,270-99.1% |