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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 | $18,875 | $112,729-83.3% | $98,716-80.9% | $137,256-86.2% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.3%-9.3pp | 80.0%-20.0pp |
| Annual return | 23.00% | 38.48%-15.5pp | 31.81%-8.8pp | 220.34%-197.3pp |
| Employer contribution / active EE | $637 | $2,725-76.6% | $2,279-72.0% | $4,156-84.7% |
| Participant deferral / active EE | $743 | $4,640-84.0% | $4,048-81.6% | $6,407-88.4% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |