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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 | $62,896 | $225,673-72.1% | $203,872-69.1% | $155,188-59.5% |
| Participation rate | 66.7% | 80.3%-13.6pp | 77.8%-11.1pp | 80.8%-14.1pp |
| Annual return | 19.56% | 95.91%-76.4pp | 85.11%-65.5pp | 148.84%-129.3pp |
| Employer contribution / active EE | $200 | $4,099-95.1% | $3,757-94.7% | $4,248-95.3% |
| Participant deferral / active EE | $200 | $6,893-97.1% | $6,388-96.9% | $6,531-96.9% |
| Admin fee / account holder | $255 | $12,327-97.9% | $11,730-97.8% | $14,480-98.2% |