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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 | $8,569 | $111,535-92.3% | $105,223-91.9% | $137,256-93.8% |
| Participation rate | 69.6% | 78.1%-8.5pp | 75.0%-5.5pp | 80.0%-10.4pp |
| Annual return | 21.15% | 237.85%-216.7pp | 180.65%-159.5pp | 220.34%-199.2pp |
| Employer contribution / active EE | $815 | $3,939-79.3% | $3,689-77.9% | $4,156-80.4% |
| Participant deferral / active EE | $1,041 | $5,500-81.1% | $5,072-79.5% | $6,407-83.8% |
| Admin fee / account holder | $52 | $9,721-99.5% | $8,859-99.4% | $12,270-99.6% |