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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 | $126,661-79.3% | $113,397-76.9% | $138,895-81.1% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.5%-9.8pp | 79.9%-13.3pp |
| Annual return | 24.00% | 25.05%-1.1pp | 23.20%+0.8pp | 145.39%-121.4pp |
| Employer contribution / active EE | $1,254 | $3,456-63.7% | $2,977-57.9% | $4,194-70.1% |
| Participant deferral / active EE | $1,254 | $5,693-78.0% | $5,076-75.3% | $6,396-80.4% |
| Admin fee / account holder | $0 | $14,549-100.0% | $11,957-100.0% | $12,562-100.0% |