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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 | $20,976 | $100,970-79.2% | $96,576-78.3% | $137,256-84.7% |
| Participation rate | 26.7% | 82.6%-55.9pp | 81.4%-54.8pp | 80.0%-53.3pp |
| Annual return | 19.36% | 38.16%-18.8pp | 38.47%-19.1pp | 220.34%-201.0pp |
| Employer contribution / active EE | $288 | $3,809-92.4% | $3,553-91.9% | $4,156-93.1% |
| Participant deferral / active EE | $1,519 | $8,286-81.7% | $7,956-80.9% | $6,407-76.3% |
| Admin fee / account holder | $180 | $11,312-98.4% | $11,381-98.4% | $12,270-98.5% |