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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 | $11,983 | $115,225-89.6% | $100,712-88.1% | $138,895-91.4% |
| Participation rate | 44.4% | 74.3%-29.9pp | 69.3%-24.8pp | 79.9%-35.5pp |
| Annual return | 22.50% | 40.35%-17.9pp | 33.27%-10.8pp | 145.39%-122.9pp |
| Employer contribution / active EE | $1,009 | $2,771-63.6% | $2,313-56.4% | $4,194-75.9% |
| Participant deferral / active EE | $1,103 | $4,699-76.5% | $4,085-73.0% | $6,396-82.8% |
| Admin fee / account holder | $48 | $10,844-99.6% | $9,256-99.5% | $12,562-99.6% |