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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 | $26,201 | $124,425-78.9% | $112,040-76.6% | $137,256-80.9% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 24.00% | 24.72%-0.7pp | 24.52%-0.5pp | 220.34%-196.3pp |
| Employer contribution / active EE | $1,254 | $3,411-63.3% | $2,954-57.6% | $4,156-69.8% |
| Participant deferral / active EE | $1,254 | $5,718-78.1% | $5,098-75.4% | $6,407-80.4% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |