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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 | $77,649 | $102,938-24.6% | $94,105-17.5% | $138,895-44.1% |
| Participation rate | 7.7% | 74.6%-67.0pp | 71.9%-64.3pp | 79.9%-72.2pp |
| Annual return | 22.94% | 250.28%-227.3pp | 204.55%-181.6pp | 145.39%-122.5pp |
| Employer contribution / active EE | $362 | $2,732-86.7% | $2,504-85.5% | $4,194-91.4% |
| Participant deferral / active EE | $400 | $4,196-90.5% | $3,881-89.7% | $6,396-93.7% |
| Admin fee / account holder | $292 | $6,600-95.6% | $6,199-95.3% | $12,562-97.7% |