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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 | $21,315 | $108,897-80.4% | $100,378-78.8% | $145,877-85.4% |
| Participation rate | 20.0% | 83.0%-63.0pp | 81.5%-61.5pp | 80.3%-60.3pp |
| Annual return | 12.43% | 58.17%-45.7pp | 49.41%-37.0pp | 551.28%-538.8pp |
| Employer contribution / active EE | $593 | $4,420-86.6% | $3,942-84.9% | $4,663-87.3% |
| Participant deferral / active EE | $1,100 | $8,455-87.0% | $8,087-86.4% | $6,691-83.6% |
| Admin fee / account holder | $71 | $9,690-99.3% | $7,899-99.1% | $13,402-99.5% |