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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 | $54,165 | $139,948-61.3% | $121,663-55.5% | $154,746-65.0% |
| Participation rate | 33.3% | 78.0%-44.7pp | 74.5%-41.2pp | 80.7%-47.4pp |
| Annual return | 18.29% | 230.52%-212.2pp | 147.54%-129.2pp | 172.34%-154.0pp |
| Employer contribution / active EE | $940 | $3,521-73.3% | $3,020-68.9% | $4,379-78.5% |
| Participant deferral / active EE | $940 | $5,629-83.3% | $4,887-80.8% | $6,730-86.0% |
| Admin fee / account holder | $284 | $17,321-98.4% | $14,289-98.0% | $14,365-98.0% |