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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 | $25,998 | $110,410-76.5% | $102,437-74.6% | $145,897-82.2% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 19.77% | 24.85%-5.1pp | 24.95%-5.2pp | 552.29%-532.5pp |
| Employer contribution / active EE | $1,064 | $4,217-74.8% | $3,871-72.5% | $4,663-77.2% |
| Participant deferral / active EE | $1,292 | $5,622-77.0% | $5,060-74.5% | $6,689-80.7% |
| Admin fee / account holder | $96 | $9,745-99.0% | $8,388-98.9% | $13,390-99.3% |