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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 | $65,367 | $208,088-68.6% | $186,193-64.9% | $154,746-57.8% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.1%-10.4pp | 80.7%-14.0pp |
| Annual return | 16.61% | 89.97%-73.4pp | 78.03%-61.4pp | 172.34%-155.7pp |
| Employer contribution / active EE | $851 | $4,340-80.4% | $3,918-78.3% | $4,379-80.6% |
| Participant deferral / active EE | $1,225 | $7,078-82.7% | $6,513-81.2% | $6,730-81.8% |
| Admin fee / account holder | $241 | $11,698-97.9% | $11,058-97.8% | $14,365-98.3% |