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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 | $27,719 | $226,105-87.7% | $182,540-84.8% | $152,897-81.9% |
| Participation rate | 42.9% | 82.5%-39.6pp | 78.0%-35.1pp | 82.5%-39.6pp |
| Annual return | 21.85% | 192.58%-170.7pp | 148.58%-126.7pp | 345.43%-323.6pp |
| Employer contribution / active EE | $807 | $4,978-83.8% | $4,076-80.2% | $4,764-83.1% |
| Participant deferral / active EE | $885 | $6,370-86.1% | $5,525-84.0% | $5,851-84.9% |
| Admin fee / account holder | $28 | $10,706-99.7% | $8,593-99.7% | $11,599-99.8% |