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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 | $45,809 | $108,882-57.9% | $96,754-52.7% | $154,746-70.4% |
| Participation rate | 60.0% | 75.1%-15.1pp | 70.3%-10.3pp | 80.7%-20.7pp |
| Annual return | 16.54% | 98.39%-81.8pp | 82.04%-65.5pp | 172.34%-155.8pp |
| Employer contribution / active EE | $619 | $3,018-79.5% | $2,679-76.9% | $4,379-85.9% |
| Participant deferral / active EE | $689 | $5,323-87.1% | $4,758-85.5% | $6,730-89.8% |
| Admin fee / account holder | $24 | $10,200-99.8% | $8,905-99.7% | $14,365-99.8% |