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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 | $30,978 | $134,817-77.0% | $123,973-75.0% | $155,188-80.0% |
| Participation rate | 58.3% | 79.4%-21.1pp | 76.7%-18.3pp | 80.8%-22.5pp |
| Annual return | 20.74% | 515.49%-494.7pp | 388.13%-367.4pp | 148.84%-128.1pp |
| Employer contribution / active EE | $922 | $4,425-79.2% | $4,126-77.6% | $4,248-78.3% |
| Participant deferral / active EE | $1,279 | $5,706-77.6% | $5,247-75.6% | $6,531-80.4% |
| Admin fee / account holder | $23 | $13,245-99.8% | $11,799-99.8% | $14,480-99.8% |