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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 | $7,493 | $99,053-92.4% | $88,179-91.5% | $138,895-94.6% |
| Participation rate | 61.9% | 74.2%-12.3pp | 69.1%-7.2pp | 79.9%-18.0pp |
| Annual return | 14.31% | 78.17%-63.9pp | 64.97%-50.7pp | 145.39%-131.1pp |
| Employer contribution / active EE | $769 | $2,882-73.3% | $2,549-69.9% | $4,194-81.7% |
| Participant deferral / active EE | $810 | $5,225-84.5% | $4,614-82.4% | $6,396-87.3% |
| Admin fee / account holder | $99 | $8,748-98.9% | $7,673-98.7% | $12,562-99.2% |