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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 | $14,777 | $112,729-86.9% | $98,716-85.0% | $137,256-89.2% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.3%-36.0pp | 80.0%-46.6pp |
| Annual return | 21.98% | 38.48%-16.5pp | 31.81%-9.8pp | 220.34%-198.4pp |
| Employer contribution / active EE | $658 | $2,725-75.8% | $2,279-71.1% | $4,156-84.2% |
| Participant deferral / active EE | $794 | $4,640-82.9% | $4,048-80.4% | $6,407-87.6% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |