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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 | $17,354 | $108,911-84.1% | $100,392-82.7% | $145,884-88.1% |
| Participation rate | 40.0% | 83.0%-43.0pp | 81.5%-41.5pp | 80.3%-40.3pp |
| Annual return | 12.73% | 58.23%-45.5pp | 49.45%-36.7pp | 551.85%-539.1pp |
| Employer contribution / active EE | $605 | $4,420-86.3% | $3,941-84.7% | $4,662-87.0% |
| Participant deferral / active EE | $923 | $8,459-89.1% | $8,090-88.6% | $6,690-86.2% |
| Admin fee / account holder | $68 | $9,698-99.3% | $7,904-99.1% | $13,392-99.5% |