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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 | $36,621 | $108,922-66.4% | $100,398-63.5% | $145,978-74.9% |
| Participation rate | 33.3% | 83.0%-49.6pp | 81.5%-48.2pp | 80.3%-47.0pp |
| Annual return | 14.42% | 58.04%-43.6pp | 49.32%-34.9pp | 550.52%-536.1pp |
| Employer contribution / active EE | $1,265 | $4,426-71.4% | $3,946-67.9% | $4,662-72.9% |
| Participant deferral / active EE | $1,174 | $8,450-86.1% | $8,084-85.5% | $6,690-82.5% |
| Admin fee / account holder | $20 | $9,680-99.8% | $7,893-99.7% | $13,400-99.9% |