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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 | $13,501 | $110,337-87.8% | $102,383-86.8% | $145,877-90.7% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 41.68% | 24.83%+16.8pp | 24.94%+16.7pp | 551.28%-509.6pp |
| Employer contribution / active EE | $926 | $4,216-78.0% | $3,870-76.1% | $4,663-80.1% |
| Participant deferral / active EE | $1,036 | $5,621-81.6% | $5,060-79.5% | $6,691-84.5% |
| Admin fee / account holder | $93 | $9,750-99.0% | $8,391-98.9% | $13,402-99.3% |