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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 | $108,882+10.7% | $96,754+24.6% | $154,746-22.1% |
| Participation rate | 33.3% | 75.1%-41.7pp | 70.3%-36.9pp | 80.7%-47.4pp |
| Annual return | 13.09% | 98.39%-85.3pp | 82.04%-68.9pp | 172.34%-159.2pp |
| Employer contribution / active EE | $418 | $3,018-86.2% | $2,679-84.4% | $4,379-90.5% |
| Participant deferral / active EE | $459 | $5,323-91.4% | $4,758-90.3% | $6,730-93.2% |
| Admin fee / account holder | $20 | $10,200-99.8% | $8,905-99.8% | $14,365-99.9% |