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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 | $37,383 | $87,546-57.3% | $75,784-50.7% | $125,389-70.2% |
| Participation rate | 42.9% | 80.2%-37.3pp | 75.8%-33.0pp | 83.2%-40.3pp |
| Annual return | 278.99% | 13.49%+265.5pp | 9.68%+269.3pp | 282.24%-3.3pp |
| Employer contribution / active EE | $699 | $3,930-82.2% | $3,323-79.0% | $4,866-85.6% |
| Participant deferral / active EE | $991 | $4,230-76.6% | $3,652-72.9% | $5,352-81.5% |
| Admin fee / account holder | $78 | $6,503-98.8% | $5,300-98.5% | $9,541-99.2% |