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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 | $16,634 | $111,814-85.1% | $103,378-83.9% | $145,978-88.6% |
| Participation rate | 29.4% | 77.9%-48.5pp | 74.5%-45.1pp | 80.3%-50.9pp |
| Annual return | 11.64% | 24.80%-13.2pp | 24.91%-13.3pp | 550.52%-538.9pp |
| Employer contribution / active EE | $915 | $4,215-78.3% | $3,870-76.4% | $4,662-80.4% |
| Participant deferral / active EE | $1,269 | $5,618-77.4% | $5,058-74.9% | $6,690-81.0% |
| Admin fee / account holder | $152 | $9,764-98.4% | $8,401-98.2% | $13,400-98.9% |