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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 | $23,039 | $123,155-81.3% | $108,753-78.8% | $155,188-85.2% |
| Participation rate | 44.4% | 75.6%-31.2pp | 71.1%-26.6pp | 80.8%-36.4pp |
| Annual return | 24.71% | 44.73%-20.0pp | 37.47%-12.8pp | 148.84%-124.1pp |
| Employer contribution / active EE | $611 | $2,811-78.3% | $2,427-74.8% | $4,248-85.6% |
| Participant deferral / active EE | $715 | $4,623-84.5% | $4,115-82.6% | $6,531-89.1% |
| Admin fee / account holder | $20 | $12,126-99.8% | $10,320-99.8% | $14,480-99.9% |