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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 | $11,064 | $109,372-89.9% | $89,414-87.6% | $158,966-93.0% |
| Participation rate | 62.5% | 74.3%-11.8pp | 68.0%-5.5pp | 82.0%-19.5pp |
| Annual return | 11.70% | 345.55%-333.9pp | 245.50%-233.8pp | 302.95%-291.2pp |
| Employer contribution / active EE | $277 | $3,171-91.3% | $2,586-89.3% | $4,762-94.2% |
| Participant deferral / active EE | $804 | $4,598-82.5% | $3,890-79.3% | $5,983-86.6% |
| Admin fee / account holder | $114 | $6,156-98.1% | $4,883-97.7% | $11,250-99.0% |