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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 | $33,631 | $232,540-85.5% | $185,117-81.8% | $147,586-77.2% |
| Participation rate | 42.9% | 82.4%-39.5pp | 77.3%-34.4pp | 82.8%-40.0pp |
| Annual return | 15.19% | 43.03%-27.8pp | 40.50%-25.3pp | 578.59%-563.4pp |
| Employer contribution / active EE | $485 | $5,195-90.7% | $4,182-88.4% | $4,876-90.1% |
| Participant deferral / active EE | $485 | $5,834-91.7% | $5,045-90.4% | $5,439-91.1% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |