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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 | $126,113-38.4% | $116,096-33.1% | $155,188-50.0% |
| Participation rate | 7.7% | 75.1%-67.5pp | 73.3%-65.6pp | 80.8%-73.1pp |
| Annual return | 22.94% | 391.72%-368.8pp | 326.25%-303.3pp | 148.84%-125.9pp |
| Employer contribution / active EE | $362 | $2,672-86.4% | $2,503-85.5% | $4,248-91.5% |
| Participant deferral / active EE | $400 | $4,162-90.4% | $3,952-89.9% | $6,531-93.9% |
| Admin fee / account holder | $292 | $8,045-96.4% | $7,704-96.2% | $14,480-98.0% |