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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 | $16,331 | $108,911-85.0% | $100,392-83.7% | $145,884-88.8% |
| Participation rate | 20.0% | 83.0%-63.0pp | 81.5%-61.5pp | 80.3%-60.3pp |
| Annual return | 15.40% | 58.23%-42.8pp | 49.45%-34.0pp | 551.85%-536.4pp |
| Employer contribution / active EE | $606 | $4,420-86.3% | $3,941-84.6% | $4,662-87.0% |
| Participant deferral / active EE | $655 | $8,459-92.3% | $8,090-91.9% | $6,690-90.2% |
| Admin fee / account holder | $65 | $9,698-99.3% | $7,904-99.2% | $13,392-99.5% |