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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 | $8,457 | $97,125-91.3% | $86,233-90.2% | $137,256-93.8% |
| Participation rate | 28.6% | 74.2%-45.6pp | 69.0%-40.4pp | 80.0%-51.4pp |
| Annual return | 21.84% | 74.19%-52.3pp | 61.39%-39.5pp | 220.34%-198.5pp |
| Employer contribution / active EE | $434 | $2,841-84.7% | $2,504-82.7% | $4,156-89.6% |
| Participant deferral / active EE | $645 | $5,180-87.5% | $4,559-85.9% | $6,407-89.9% |
| Admin fee / account holder | $57 | $9,725-99.4% | $8,342-99.3% | $12,270-99.5% |