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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 | $210,698-84.9% | $178,014-82.1% | $145,959-78.2% |
| Participation rate | 33.3% | 80.8%-47.4pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 10.79% | 386.27%-375.5pp | 294.80%-284.0pp | 561.95%-551.2pp |
| Employer contribution / active EE | $806 | $4,567-82.4% | $3,950-79.6% | $4,661-82.7% |
| Participant deferral / active EE | $954 | $6,958-86.3% | $6,276-84.8% | $6,689-85.7% |
| Admin fee / account holder | $127 | $12,016-98.9% | $10,362-98.8% | $13,398-99.1% |