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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 | $25,175 | $225,673-88.8% | $203,872-87.7% | $155,188-83.8% |
| Participation rate | 58.3% | 80.3%-22.0pp | 77.8%-19.5pp | 80.8%-22.5pp |
| Annual return | 13.40% | 95.91%-82.5pp | 85.11%-71.7pp | 148.84%-135.4pp |
| Employer contribution / active EE | $188 | $4,099-95.4% | $3,757-95.0% | $4,248-95.6% |
| Participant deferral / active EE | $940 | $6,893-86.4% | $6,388-85.3% | $6,531-85.6% |
| Admin fee / account holder | $0 | $12,327-100.0% | $11,730-100.0% | $14,480-100.0% |