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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 | $142,354-83.3% | $125,529-81.1% | $155,188-84.7% |
| Participation rate | 63.6% | 78.1%-14.4pp | 74.7%-11.1pp | 80.8%-17.2pp |
| Annual return | 14.51% | 306.06%-291.6pp | 202.56%-188.0pp | 148.84%-134.3pp |
| Employer contribution / active EE | $841 | $3,501-76.0% | $3,058-72.5% | $4,248-80.2% |
| Participant deferral / active EE | $1,469 | $5,491-73.2% | $4,813-69.5% | $6,531-77.5% |
| Admin fee / account holder | $38 | $19,392-99.8% | $16,298-99.8% | $14,480-99.7% |