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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 | $17,209 | $100,970-83.0% | $96,576-82.2% | $137,256-87.5% |
| Participation rate | 60.0% | 82.6%-22.6pp | 81.4%-21.4pp | 80.0%-20.0pp |
| Annual return | 19.76% | 38.16%-18.4pp | 38.47%-18.7pp | 220.34%-200.6pp |
| Employer contribution / active EE | $852 | $3,809-77.6% | $3,553-76.0% | $4,156-79.5% |
| Participant deferral / active EE | $1,161 | $8,286-86.0% | $7,956-85.4% | $6,407-81.9% |
| Admin fee / account holder | $62 | $11,312-99.4% | $11,381-99.5% | $12,270-99.5% |