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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 | $18,084 | $111,878-83.8% | $93,727-80.7% | $145,897-87.6% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.0pp | 80.3%-13.6pp |
| Annual return | 18.87% | 204.28%-185.4pp | 133.83%-115.0pp | 552.29%-533.4pp |
| Employer contribution / active EE | $927 | $3,092-70.0% | $2,421-61.7% | $4,663-80.1% |
| Participant deferral / active EE | $927 | $4,920-81.2% | $4,417-79.0% | $6,689-86.1% |
| Admin fee / account holder | $125 | $10,256-98.8% | $8,292-98.5% | $13,390-99.1% |