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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 | $5,611 | $97,125-94.2% | $86,233-93.5% | $137,256-95.9% |
| Participation rate | 54.2% | 74.2%-20.0pp | 69.0%-14.9pp | 80.0%-25.8pp |
| Annual return | 22.60% | 74.19%-51.6pp | 61.39%-38.8pp | 220.34%-197.7pp |
| Employer contribution / active EE | $413 | $2,841-85.5% | $2,504-83.5% | $4,156-90.1% |
| Participant deferral / active EE | $584 | $5,180-88.7% | $4,559-87.2% | $6,407-90.9% |
| Admin fee / account holder | $171 | $9,725-98.2% | $8,342-98.0% | $12,270-98.6% |