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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 | $29,133 | $181,062-83.9% | $158,223-81.6% | $155,188-81.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 10.96% | 57.39%-46.4pp | 52.09%-41.1pp | 148.84%-137.9pp |
| Employer contribution / active EE | $924 | $4,565-79.8% | $4,109-77.5% | $4,248-78.3% |
| Participant deferral / active EE | $413 | $6,134-93.3% | $5,467-92.5% | $6,531-93.7% |
| Admin fee / account holder | $12 | $18,825-99.9% | $16,047-99.9% | $14,480-99.9% |