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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 | $19,034 | $100,970-81.1% | $96,576-80.3% | $137,256-86.1% |
| Participation rate | 33.3% | 82.6%-49.3pp | 81.4%-48.1pp | 80.0%-46.6pp |
| Annual return | 26.25% | 38.16%-11.9pp | 38.47%-12.2pp | 220.34%-194.1pp |
| Employer contribution / active EE | $387 | $3,809-89.9% | $3,553-89.1% | $4,156-90.7% |
| Participant deferral / active EE | $742 | $8,286-91.0% | $7,956-90.7% | $6,407-88.4% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |