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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 | $32,855 | $228,317-85.6% | $185,808-82.3% | $158,931-79.3% |
| Participation rate | 22.2% | 82.3%-60.1pp | 78.0%-55.8pp | 82.0%-59.7pp |
| Annual return | 18.66% | 40.81%-22.1pp | 35.95%-17.3pp | 302.86%-284.2pp |
| Employer contribution / active EE | $622 | $4,964-87.5% | $4,086-84.8% | $4,761-86.9% |
| Participant deferral / active EE | $622 | $6,415-90.3% | $5,632-89.0% | $5,982-89.6% |
| Admin fee / account holder | $0 | $11,865-100.0% | $9,501-100.0% | $11,247-100.0% |