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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 | $10,401 | $100,279-89.6% | $81,353-87.2% | $145,884-92.9% |
| Participation rate | 44.4% | 74.3%-29.8pp | 69.5%-25.1pp | 80.3%-35.9pp |
| Annual return | 12.05% | 34.49%-22.4pp | 24.82%-12.8pp | 551.85%-539.8pp |
| Employer contribution / active EE | $522 | $2,979-82.5% | $2,464-78.8% | $4,662-88.8% |
| Participant deferral / active EE | $703 | $4,611-84.7% | $3,885-81.9% | $6,690-89.5% |
| Admin fee / account holder | $40 | $8,206-99.5% | $5,766-99.3% | $13,392-99.7% |