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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 | $91,166 | $108,911-16.3% | $100,392-9.2% | $145,884-37.5% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 13.31% | 58.23%-44.9pp | 49.45%-36.1pp | 551.85%-538.5pp |
| Employer contribution / active EE | $1,000 | $4,420-77.4% | $3,941-74.6% | $4,662-78.6% |
| Participant deferral / active EE | $1,250 | $8,459-85.2% | $8,090-84.5% | $6,690-81.3% |
| Admin fee / account holder | $166 | $9,698-98.3% | $7,904-97.9% | $13,392-98.8% |