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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 | $111,830-71.5% | $93,696-66.0% | $145,884-78.2% |
| Participation rate | 30.8% | 74.2%-43.5pp | 68.7%-38.0pp | 80.3%-49.5pp |
| Annual return | 15.97% | 204.08%-188.1pp | 133.74%-117.8pp | 551.85%-535.9pp |
| Employer contribution / active EE | $903 | $3,093-70.8% | $2,422-62.7% | $4,662-80.6% |
| Participant deferral / active EE | $1,125 | $4,920-77.1% | $4,417-74.5% | $6,690-83.2% |
| Admin fee / account holder | $19 | $10,249-99.8% | $8,287-99.8% | $13,392-99.9% |