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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 | $31,554 | $117,444-73.1% | $99,479-68.3% | $152,909-79.4% |
| Participation rate | 37.5% | 77.5%-40.0pp | 73.8%-36.3pp | 82.5%-45.0pp |
| Annual return | 22.05% | 31.87%-9.8pp | 30.72%-8.7pp | 345.46%-323.4pp |
| Employer contribution / active EE | $293 | $3,014-90.3% | $2,540-88.5% | $4,764-93.8% |
| Participant deferral / active EE | $545 | $4,086-86.7% | $3,619-85.0% | $5,851-90.7% |
| Admin fee / account holder | $29 | $7,635-99.6% | $6,253-99.5% | $11,601-99.8% |