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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 | $24,826 | $165,381-85.0% | $149,730-83.4% | $158,966-84.4% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 14.43% | 348.29%-333.9pp | 276.70%-262.3pp | 302.95%-288.5pp |
| Employer contribution / active EE | $981 | $5,104-80.8% | $4,645-78.9% | $4,762-79.4% |
| Participant deferral / active EE | $344 | $7,182-95.2% | $6,843-95.0% | $5,983-94.2% |
| Admin fee / account holder | $71 | $10,809-99.3% | $9,310-99.2% | $11,250-99.4% |