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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 | $49,924 | $105,160-52.5% | $94,679-47.3% | $139,456-64.2% |
| Participation rate | 55.6% | 82.4%-26.8pp | 80.8%-25.3pp | 80.3%-24.8pp |
| Annual return | 14.74% | 38.04%-23.3pp | 156.75%-142.0pp | 373.45%-358.7pp |
| Employer contribution / active EE | $610 | $4,107-85.1% | $3,673-83.4% | $4,753-87.2% |
| Participant deferral / active EE | $1,415 | $7,599-81.4% | $7,417-80.9% | $6,711-78.9% |
| Admin fee / account holder | $0 | $8,988-100.0% | $7,233-100.0% | $11,407-100.0% |