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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 | $21,179 | $55,453-61.8% | $170,439-87.6% | $62,293-66.0% |
| Participation rate | 10.8% | 66.4%-55.6pp | 83.6%-72.8pp | 69.5%-58.7pp |
| Annual return | 17.72% | 21.38%-3.7pp | 205.94%-188.2pp | 28.90%-11.2pp |
| Employer contribution / active EE | $383 | $2,164-82.3% | $5,433-92.9% | $2,042-81.2% |
| Participant deferral / active EE | $650 | $2,303-71.8% | $4,939-86.8% | $3,169-79.5% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |