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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 | $120,571 | $97,125+24.1% | $86,233+39.8% | $137,256-12.2% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.0%-35.7pp | 80.0%-46.6pp |
| Annual return | 13.09% | 74.19%-61.1pp | 61.39%-48.3pp | 220.34%-207.2pp |
| Employer contribution / active EE | $418 | $2,841-85.3% | $2,504-83.3% | $4,156-89.9% |
| Participant deferral / active EE | $459 | $5,180-91.1% | $4,559-89.9% | $6,407-92.8% |
| Admin fee / account holder | $20 | $9,725-99.8% | $8,342-99.8% | $12,270-99.8% |