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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 | $23,758 | $139,948-83.0% | $121,663-80.5% | $154,746-84.6% |
| Participation rate | 63.6% | 78.0%-14.4pp | 74.5%-10.9pp | 80.7%-17.1pp |
| Annual return | 14.51% | 230.52%-216.0pp | 147.54%-133.0pp | 172.34%-157.8pp |
| Employer contribution / active EE | $841 | $3,521-76.1% | $3,020-72.2% | $4,379-80.8% |
| Participant deferral / active EE | $1,469 | $5,629-73.9% | $4,887-69.9% | $6,730-78.2% |
| Admin fee / account holder | $38 | $17,321-99.8% | $14,289-99.7% | $14,365-99.7% |