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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 | $61,393 | $101,618-39.6% | $93,063-34.0% | $137,256-55.3% |
| Participation rate | 20.0% | 74.9%-54.9pp | 72.1%-52.1pp | 80.0%-60.0pp |
| Annual return | 19.53% | 223.95%-204.4pp | 34.15%-14.6pp | 220.34%-200.8pp |
| Employer contribution / active EE | $372 | $2,707-86.3% | $2,476-85.0% | $4,156-91.0% |
| Participant deferral / active EE | $372 | $4,279-91.3% | $3,958-90.6% | $6,407-94.2% |
| Admin fee / account holder | $243 | $6,198-96.1% | $6,033-96.0% | $12,270-98.0% |