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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 | $15,876 | $93,064-82.9% | $74,577-78.7% | $273,972-94.2% |
| Participation rate | 35.3% | 74.9%-39.7pp | 68.1%-32.8pp | 83.0%-47.7pp |
| Annual return | 9.56% | 26.18%-16.6pp | 20.47%-10.9pp | 41.46%-31.9pp |
| Employer contribution / active EE | $1,616 | $3,160-48.9% | $2,525-36.0% | $4,869-66.8% |
| Participant deferral / active EE | $379 | $4,160-90.9% | $3,458-89.0% | $5,287-92.8% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |