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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 | $24,472 | $174,379-86.0% | $152,093-83.9% | $138,895-82.4% |
| Participation rate | 33.3% | 81.6%-48.3pp | 77.8%-44.4pp | 79.9%-46.6pp |
| Annual return | 26.90% | 74.86%-48.0pp | 66.36%-39.5pp | 145.39%-118.5pp |
| Employer contribution / active EE | $913 | $4,652-80.4% | $4,175-78.1% | $4,194-78.2% |
| Participant deferral / active EE | $1,379 | $6,159-77.6% | $5,451-74.7% | $6,396-78.4% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |