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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 | $28,575 | $68,097-58.0% | $62,929-54.6% | $137,256-79.2% |
| Participation rate | 13.0% | 77.4%-64.4pp | 73.1%-60.1pp | 80.0%-66.9pp |
| Annual return | 24.39% | 1859.11%-1834.7pp | 1063.93%-1039.5pp | 220.34%-196.0pp |
| Employer contribution / active EE | $427 | $2,811-84.8% | $2,505-82.9% | $4,156-89.7% |
| Participant deferral / active EE | $427 | $4,553-90.6% | $3,888-89.0% | $6,407-93.3% |
| Admin fee / account holder | $162 | $6,521-97.5% | $5,065-96.8% | $12,270-98.7% |