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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 | $21,213 | $117,895-82.0% | $102,460-79.3% | $145,897-85.5% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | 15.02% | 31.92%-16.9pp | 29.47%-14.4pp | 552.29%-537.3pp |
| Employer contribution / active EE | $924 | $3,619-74.5% | $3,025-69.5% | $4,663-80.2% |
| Participant deferral / active EE | $1,206 | $5,736-79.0% | $5,056-76.1% | $6,689-82.0% |
| Admin fee / account holder | $77 | $13,353-99.4% | $9,460-99.2% | $13,390-99.4% |