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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 | $102,609-79.6% | $98,090-78.6% | $138,895-84.9% |
| Participation rate | 26.7% | 82.8%-56.1pp | 81.5%-54.9pp | 79.9%-53.3pp |
| Annual return | 19.36% | 36.44%-17.1pp | 37.05%-17.7pp | 145.39%-126.0pp |
| Employer contribution / active EE | $288 | $3,867-92.6% | $3,606-92.0% | $4,194-93.1% |
| Participant deferral / active EE | $1,519 | $8,167-81.4% | $7,845-80.6% | $6,396-76.3% |
| Admin fee / account holder | $180 | $11,434-98.4% | $11,815-98.5% | $12,562-98.6% |