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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 | $28,836 | $157,276-81.7% | $141,177-79.6% | $152,885-81.1% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 28.16% | 64.33%-36.2pp | 71.40%-43.2pp | 345.39%-317.2pp |
| Employer contribution / active EE | $983 | $5,262-81.3% | $4,736-79.3% | $4,763-79.4% |
| Participant deferral / active EE | $983 | $7,110-86.2% | $6,710-85.4% | $5,851-83.2% |
| Admin fee / account holder | $202 | $12,123-98.3% | $10,263-98.0% | $11,598-98.3% |