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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 | $44,374 | $232,540-80.9% | $185,117-76.0% | $147,585-69.9% |
| Participation rate | 60.0% | 82.4%-22.4pp | 77.3%-17.3pp | 82.8%-22.8pp |
| Annual return | 19.46% | 43.03%-23.6pp | 40.50%-21.0pp | 578.58%-559.1pp |
| Employer contribution / active EE | $397 | $5,195-92.4% | $4,182-90.5% | $4,876-91.9% |
| Participant deferral / active EE | $842 | $5,834-85.6% | $5,045-83.3% | $5,439-84.5% |
| Admin fee / account holder | $125 | $10,275-98.8% | $8,159-98.5% | $10,886-98.9% |