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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 | $22,707 | $107,368-78.9% | $92,915-75.6% | $152,909-85.1% |
| Participation rate | 62.5% | 79.8%-17.3pp | 76.0%-13.5pp | 82.5%-20.0pp |
| Annual return | 19.17% | 145.64%-126.5pp | 109.45%-90.3pp | 345.46%-326.3pp |
| Employer contribution / active EE | $784 | $4,222-81.4% | $3,653-78.5% | $4,764-83.5% |
| Participant deferral / active EE | $1,085 | $4,848-77.6% | $4,238-74.4% | $5,851-81.5% |
| Admin fee / account holder | $62 | $7,082-99.1% | $5,796-98.9% | $11,601-99.5% |