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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 | $10,344 | $97,125-89.4% | $86,233-88.0% | $137,256-92.5% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 20.85% | 74.19%-53.3pp | 61.39%-40.5pp | 220.34%-199.5pp |
| Employer contribution / active EE | $933 | $2,841-67.2% | $2,504-62.7% | $4,156-77.5% |
| Participant deferral / active EE | $272 | $5,180-94.7% | $4,559-94.0% | $6,407-95.7% |
| Admin fee / account holder | $34 | $9,725-99.7% | $8,342-99.6% | $12,270-99.7% |