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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 | $211,224-92.8% | $178,505-91.4% | $145,897-89.5% |
| Participation rate | 46.2% | 80.8%-34.7pp | 77.1%-31.0pp | 80.3%-34.2pp |
| Annual return | 15.43% | 30.28%-14.9pp | 27.16%-11.7pp | 552.29%-536.9pp |
| Employer contribution / active EE | $946 | $4,577-79.3% | $3,955-76.1% | $4,663-79.7% |
| Participant deferral / active EE | $962 | $6,966-86.2% | $6,280-84.7% | $6,689-85.6% |
| Admin fee / account holder | $101 | $12,109-99.2% | $10,428-99.0% | $13,390-99.2% |