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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 | $15,884 | $102,609-84.5% | $98,090-83.8% | $138,895-88.6% |
| Participation rate | 50.0% | 82.8%-32.8pp | 81.5%-31.5pp | 79.9%-29.9pp |
| Annual return | 22.73% | 36.44%-13.7pp | 37.05%-14.3pp | 145.39%-122.7pp |
| Employer contribution / active EE | $791 | $3,867-79.5% | $3,606-78.1% | $4,194-81.1% |
| Participant deferral / active EE | $1,101 | $8,167-86.5% | $7,845-86.0% | $6,396-82.8% |
| Admin fee / account holder | $57 | $11,434-99.5% | $11,815-99.5% | $12,562-99.5% |