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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 | $20,698 | $110,379-81.2% | $102,412-79.8% | $145,884-85.8% |
| Participation rate | 41.7% | 77.9%-36.3pp | 74.5%-32.8pp | 80.3%-38.6pp |
| Annual return | 15.92% | 24.84%-8.9pp | 24.94%-9.0pp | 551.85%-535.9pp |
| Employer contribution / active EE | $901 | $4,216-78.6% | $3,870-76.7% | $4,662-80.7% |
| Participant deferral / active EE | $1,060 | $5,622-81.1% | $5,060-79.0% | $6,690-84.1% |
| Admin fee / account holder | $128 | $9,745-98.7% | $8,388-98.5% | $13,392-99.0% |