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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 | $30,238 | $100,970-70.1% | $96,576-68.7% | $137,256-78.0% |
| Participation rate | 60.0% | 82.6%-22.6pp | 81.4%-21.4pp | 80.0%-20.0pp |
| Annual return | 18.61% | 38.16%-19.5pp | 38.47%-19.9pp | 220.34%-201.7pp |
| Employer contribution / active EE | $280 | $3,809-92.6% | $3,553-92.1% | $4,156-93.3% |
| Participant deferral / active EE | $525 | $8,286-93.7% | $7,956-93.4% | $6,407-91.8% |
| Admin fee / account holder | $255 | $11,312-97.7% | $11,381-97.8% | $12,270-97.9% |