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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 | $26,810 | $99,053-72.9% | $88,179-69.6% | $138,895-80.7% |
| Participation rate | 31.3% | 74.2%-43.0pp | 69.1%-37.9pp | 79.9%-48.7pp |
| Annual return | 16.19% | 78.17%-62.0pp | 64.97%-48.8pp | 145.39%-129.2pp |
| Employer contribution / active EE | $365 | $2,882-87.4% | $2,549-85.7% | $4,194-91.3% |
| Participant deferral / active EE | $549 | $5,225-89.5% | $4,614-88.1% | $6,396-91.4% |
| Admin fee / account holder | $174 | $8,748-98.0% | $7,673-97.7% | $12,562-98.6% |