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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 | $31,639 | $106,974-70.4% | $90,796-65.2% | $138,895-77.2% |
| Participation rate | 16.7% | 74.9%-58.2pp | 69.5%-52.8pp | 79.9%-63.3pp |
| Annual return | 23.25% | 20.10%+3.1pp | 19.29%+4.0pp | 145.39%-122.1pp |
| Employer contribution / active EE | $361 | $2,609-86.2% | $2,294-84.3% | $4,194-91.4% |
| Participant deferral / active EE | $722 | $4,455-83.8% | $3,822-81.1% | $6,396-88.7% |
| Admin fee / account holder | $0 | $8,626-100.0% | $7,024-100.0% | $12,562-100.0% |