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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 | $22,018 | $211,288-89.6% | $178,540-87.7% | $145,884-84.9% |
| Participation rate | 33.3% | 80.8%-47.5pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 12.93% | 30.27%-17.3pp | 27.15%-14.2pp | 551.85%-538.9pp |
| Employer contribution / active EE | $947 | $4,574-79.3% | $3,953-76.1% | $4,662-79.7% |
| Participant deferral / active EE | $747 | $6,967-89.3% | $6,281-88.1% | $6,690-88.8% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |