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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 | $25,457 | $105,158-75.8% | $94,672-73.1% | $139,487-81.7% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | 13.64% | 38.11%-24.5pp | 156.89%-143.2pp | 373.84%-360.2pp |
| Employer contribution / active EE | $709 | $4,107-82.7% | $3,673-80.7% | $4,755-85.1% |
| Participant deferral / active EE | $1,282 | $7,599-83.1% | $7,417-82.7% | $6,713-80.9% |
| Admin fee / account holder | $146 | $8,972-98.4% | $7,222-98.0% | $11,407-98.7% |