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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 | $15,265 | $211,239-92.8% | $178,528-91.4% | $145,877-89.5% |
| Participation rate | 46.2% | 80.8%-34.6pp | 77.1%-30.9pp | 80.3%-34.1pp |
| Annual return | 15.43% | 30.22%-14.8pp | 27.11%-11.7pp | 551.28%-535.9pp |
| Employer contribution / active EE | $946 | $4,570-79.3% | $3,950-76.0% | $4,663-79.7% |
| Participant deferral / active EE | $962 | $6,963-86.2% | $6,278-84.7% | $6,691-85.6% |
| Admin fee / account holder | $101 | $12,095-99.2% | $10,419-99.0% | $13,402-99.2% |