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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 | $23,830 | $228,395-89.6% | $185,861-87.2% | $158,982-85.0% |
| Participation rate | 44.4% | 82.3%-37.9pp | 78.0%-33.6pp | 82.0%-37.5pp |
| Annual return | 17.13% | 40.82%-23.7pp | 35.96%-18.8pp | 302.99%-285.9pp |
| Employer contribution / active EE | $986 | $4,968-80.1% | $4,088-75.9% | $4,763-79.3% |
| Participant deferral / active EE | $1,220 | $6,417-81.0% | $5,634-78.4% | $5,983-79.6% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |