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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 | $31,821 | $111,785-71.5% | $93,669-66.0% | $145,877-78.2% |
| Participation rate | 30.8% | 74.2%-43.5pp | 68.7%-38.0pp | 80.3%-49.5pp |
| Annual return | 15.97% | 203.79%-187.8pp | 133.59%-117.6pp | 551.28%-535.3pp |
| Employer contribution / active EE | $903 | $3,096-70.8% | $2,424-62.7% | $4,663-80.6% |
| Participant deferral / active EE | $1,125 | $4,919-77.1% | $4,416-74.5% | $6,691-83.2% |
| Admin fee / account holder | $19 | $10,256-99.8% | $8,291-99.8% | $13,402-99.9% |