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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 | $24,785 | $104,694-76.3% | $85,709-71.1% | $167,536-85.2% |
| Participation rate | 37.5% | 76.4%-38.9pp | 69.9%-32.4pp | 82.1%-44.6pp |
| Annual return | 14.12% | 21.45%-7.3pp | 21.49%-7.4pp | 478.82%-464.7pp |
| Employer contribution / active EE | $757 | $3,337-77.3% | $2,619-71.1% | $4,839-84.4% |
| Participant deferral / active EE | $1,115 | $4,826-76.9% | $3,924-71.6% | $6,342-82.4% |
| Admin fee / account holder | $31 | $10,035-99.7% | $6,876-99.5% | $12,315-99.7% |