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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 | $24,492 | $100,970-75.7% | $96,576-74.6% | $137,256-82.2% |
| Participation rate | 50.0% | 82.6%-32.6pp | 81.4%-31.4pp | 80.0%-30.0pp |
| Annual return | 20.77% | 38.16%-17.4pp | 38.47%-17.7pp | 220.34%-199.6pp |
| Employer contribution / active EE | $634 | $3,809-83.4% | $3,553-82.2% | $4,156-84.7% |
| Participant deferral / active EE | $1,814 | $8,286-78.1% | $7,956-77.2% | $6,407-71.7% |
| Admin fee / account holder | $52 | $11,312-99.5% | $11,381-99.5% | $12,270-99.6% |