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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 | $116,552 | $78,707+48.1% | $117,861-1.1% | $70,126+66.2% |
| Participation rate | 41.9% | 73.2%-31.3pp | 79.7%-37.8pp | 69.5%-27.7pp |
| Annual return | 18.19% | 23.30%-5.1pp | 335.11%-316.9pp | 73.15%-55.0pp |
| Employer contribution / active EE | $605 | $2,223-72.8% | $3,786-84.0% | $2,343-74.2% |
| Participant deferral / active EE | $977 | $3,297-70.4% | $4,482-78.2% | $3,332-70.7% |
| Admin fee / account holder | $6 | $5,066-99.9% | $8,021-99.9% | $4,645-99.9% |