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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 | $21,435 | $126,661-83.1% | $113,397-81.1% | $138,895-84.6% |
| Participation rate | 6.3% | 79.4%-73.2pp | 76.5%-70.2pp | 79.9%-73.7pp |
| Annual return | 25.99% | 25.05%+0.9pp | 23.20%+2.8pp | 145.39%-119.4pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $365 | $5,693-93.6% | $5,076-92.8% | $6,396-94.3% |
| Admin fee / account holder | $73 | $14,549-99.5% | $11,957-99.4% | $12,562-99.4% |