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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 | $125,778-51.2% | $114,563-46.4% | $154,746-60.3% |
| Participation rate | 20.0% | 75.2%-55.2pp | 72.9%-52.9pp | 80.7%-60.7pp |
| Annual return | 19.53% | 295.14%-275.6pp | 241.09%-221.6pp | 172.34%-152.8pp |
| Employer contribution / active EE | $372 | $2,806-86.7% | $2,592-85.6% | $4,379-91.5% |
| Participant deferral / active EE | $372 | $4,445-91.6% | $4,142-91.0% | $6,730-94.5% |
| Admin fee / account holder | $243 | $8,190-97.0% | $7,623-96.8% | $14,365-98.3% |