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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 | $83,276 | $106,905-22.1% | $84,020-0.9% | $152,885-45.5% |
| Participation rate | 30.8% | 75.2%-44.5pp | 69.0%-38.2pp | 82.5%-51.7pp |
| Annual return | 26.10% | 105.00%-78.9pp | 71.31%-45.2pp | 345.39%-319.3pp |
| Employer contribution / active EE | $530 | $2,735-80.6% | $1,984-73.3% | $4,763-88.9% |
| Participant deferral / active EE | $581 | $4,012-85.5% | $3,239-82.1% | $5,851-90.1% |
| Admin fee / account holder | $12 | $8,287-99.9% | $6,101-99.8% | $11,598-99.9% |