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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 | $10,939 | $102,609-89.3% | $98,090-88.8% | $138,895-92.1% |
| Participation rate | 20.0% | 82.8%-62.8pp | 81.5%-61.5pp | 79.9%-59.9pp |
| Annual return | 29.10% | 36.44%-7.3pp | 37.05%-7.9pp | 145.39%-116.3pp |
| Employer contribution / active EE | $320 | $3,867-91.7% | $3,606-91.1% | $4,194-92.4% |
| Participant deferral / active EE | $502 | $8,167-93.9% | $7,845-93.6% | $6,396-92.1% |
| Admin fee / account holder | $35 | $11,434-99.7% | $11,815-99.7% | $12,562-99.7% |