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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 | $21,357 | $107,733-80.2% | $92,985-77.0% | $154,746-86.2% |
| Participation rate | 35.7% | 74.6%-38.8pp | 69.5%-33.8pp | 80.7%-45.0pp |
| Annual return | 25.62% | 30.39%-4.8pp | 27.99%-2.4pp | 172.34%-146.7pp |
| Employer contribution / active EE | $665 | $3,126-78.7% | $2,662-75.0% | $4,379-84.8% |
| Participant deferral / active EE | $1,100 | $5,053-78.2% | $4,377-74.9% | $6,730-83.7% |
| Admin fee / account holder | $0 | $11,369-100.0% | $9,463-100.0% | $14,365-100.0% |