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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 | $14,422 | $92,798-84.5% | $96,707-85.1% | $137,256-89.5% |
| Participation rate | 62.5% | 81.6%-19.1pp | 80.4%-17.9pp | 80.0%-17.5pp |
| Annual return | 23.73% | 31.24%-7.5pp | 34.78%-11.0pp | 220.34%-196.6pp |
| Employer contribution / active EE | $1,196 | $4,147-71.2% | $4,191-71.5% | $4,156-71.2% |
| Participant deferral / active EE | $999 | $5,877-83.0% | $5,997-83.3% | $6,407-84.4% |
| Admin fee / account holder | $283 | $7,946-96.4% | $7,503-96.2% | $12,270-97.7% |