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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 | $12,394 | $108,897-88.6% | $100,378-87.7% | $145,877-91.5% |
| Participation rate | 33.3% | 83.0%-49.6pp | 81.5%-48.2pp | 80.3%-47.0pp |
| Annual return | 17.79% | 58.17%-40.4pp | 49.41%-31.6pp | 551.28%-533.5pp |
| Employer contribution / active EE | $604 | $4,420-86.3% | $3,942-84.7% | $4,663-87.0% |
| Participant deferral / active EE | $1,100 | $8,455-87.0% | $8,087-86.4% | $6,691-83.6% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,899-100.0% | $13,402-100.0% |