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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 | $102,609-81.5% | $98,090-80.6% | $138,895-86.3% |
| Participation rate | 33.3% | 82.8%-49.4pp | 81.5%-48.2pp | 79.9%-46.6pp |
| Annual return | 26.25% | 36.44%-10.2pp | 37.05%-10.8pp | 145.39%-119.1pp |
| Employer contribution / active EE | $387 | $3,867-90.0% | $3,606-89.3% | $4,194-90.8% |
| Participant deferral / active EE | $742 | $8,167-90.9% | $7,845-90.5% | $6,396-88.4% |
| Admin fee / account holder | $0 | $11,434-100.0% | $11,815-100.0% | $12,562-100.0% |