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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 | $27,010 | $107,368-74.8% | $92,915-70.9% | $152,909-82.3% |
| Participation rate | 42.9% | 79.8%-36.9pp | 76.0%-33.1pp | 82.5%-39.6pp |
| Annual return | 25.08% | 145.64%-120.6pp | 109.45%-84.4pp | 345.46%-320.4pp |
| Employer contribution / active EE | $752 | $4,222-82.2% | $3,653-79.4% | $4,764-84.2% |
| Participant deferral / active EE | $957 | $4,848-80.3% | $4,238-77.4% | $5,851-83.6% |
| Admin fee / account holder | $253 | $7,082-96.4% | $5,796-95.6% | $11,601-97.8% |