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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 | $22,491 | $110,410-79.6% | $102,437-78.0% | $145,897-84.6% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 13.15% | 24.85%-11.7pp | 24.95%-11.8pp | 552.29%-539.1pp |
| Employer contribution / active EE | $891 | $4,217-78.9% | $3,871-77.0% | $4,663-80.9% |
| Participant deferral / active EE | $1,459 | $5,622-74.0% | $5,060-71.2% | $6,689-78.2% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |