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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 | $31,812 | $211,288-84.9% | $178,540-82.2% | $145,884-78.2% |
| Participation rate | 33.3% | 80.8%-47.5pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 10.79% | 30.27%-19.5pp | 27.15%-16.4pp | 551.85%-541.1pp |
| Employer contribution / active EE | $806 | $4,574-82.4% | $3,953-79.6% | $4,662-82.7% |
| Participant deferral / active EE | $954 | $6,967-86.3% | $6,281-84.8% | $6,690-85.7% |
| Admin fee / account holder | $127 | $12,105-99.0% | $10,424-98.8% | $13,392-99.1% |