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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 | $10,789 | $100,970-89.3% | $96,576-88.8% | $137,256-92.1% |
| Participation rate | 35.3% | 82.6%-47.3pp | 81.4%-46.1pp | 80.0%-44.7pp |
| Annual return | 19.08% | 38.16%-19.1pp | 38.47%-19.4pp | 220.34%-201.3pp |
| Employer contribution / active EE | $249 | $3,809-93.5% | $3,553-93.0% | $4,156-94.0% |
| Participant deferral / active EE | $468 | $8,286-94.3% | $7,956-94.1% | $6,407-92.7% |
| Admin fee / account holder | $40 | $11,312-99.6% | $11,381-99.7% | $12,270-99.7% |