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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 | $108,882-75.4% | $96,754-72.3% | $154,746-82.7% |
| Participation rate | 31.3% | 75.1%-43.8pp | 70.3%-39.0pp | 80.7%-49.5pp |
| Annual return | 16.19% | 98.39%-82.2pp | 82.04%-65.8pp | 172.34%-156.1pp |
| Employer contribution / active EE | $365 | $3,018-87.9% | $2,679-86.4% | $4,379-91.7% |
| Participant deferral / active EE | $549 | $5,323-89.7% | $4,758-88.5% | $6,730-91.9% |
| Admin fee / account holder | $174 | $10,200-98.3% | $8,905-98.0% | $14,365-98.8% |