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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 | $32,938 | $132,099-75.1% | $115,599-71.5% | $138,895-76.3% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.3%-36.8pp | 79.9%-42.4pp |
| Annual return | 23.56% | 176.76%-153.2pp | 111.10%-87.5pp | 145.39%-121.8pp |
| Employer contribution / active EE | $962 | $3,416-71.8% | $2,955-67.4% | $4,194-77.1% |
| Participant deferral / active EE | $1,475 | $5,617-73.7% | $4,889-69.8% | $6,396-76.9% |
| Admin fee / account holder | $119 | $15,650-99.2% | $12,841-99.1% | $12,562-99.1% |