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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 | $18,717 | $97,125-80.7% | $86,233-78.3% | $137,256-86.4% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.0%-35.7pp | 80.0%-46.6pp |
| Annual return | 22.64% | 74.19%-51.5pp | 61.39%-38.8pp | 220.34%-197.7pp |
| Employer contribution / active EE | $272 | $2,841-90.4% | $2,504-89.1% | $4,156-93.5% |
| Participant deferral / active EE | $511 | $5,180-90.1% | $4,559-88.8% | $6,407-92.0% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |