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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 | $89,689 | $100,970-11.2% | $96,576-7.1% | $137,256-34.7% |
| Participation rate | 6.7% | 82.6%-75.9pp | 81.4%-74.8pp | 80.0%-73.3pp |
| Annual return | 17.08% | 38.16%-21.1pp | 38.47%-21.4pp | 220.34%-203.3pp |
| Employer contribution / active EE | $64 | $3,809-98.3% | $3,553-98.2% | $4,156-98.5% |
| Participant deferral / active EE | $592 | $8,286-92.9% | $7,956-92.6% | $6,407-90.8% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |