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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 | $24,696 | $119,143-79.3% | $88,632-72.1% | $152,909-83.8% |
| Participation rate | 62.5% | 73.4%-10.9pp | 68.8%-6.3pp | 82.5%-20.0pp |
| Annual return | 23.28% | 48.12%-24.8pp | 43.75%-20.5pp | 345.46%-322.2pp |
| Employer contribution / active EE | $134 | $2,675-95.0% | $2,101-93.6% | $4,764-97.2% |
| Participant deferral / active EE | $134 | $3,555-96.2% | $2,917-95.4% | $5,851-97.7% |
| Admin fee / account holder | $22 | $5,875-99.6% | $4,308-99.5% | $11,601-99.8% |