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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 | $39,542 | $150,412-73.7% | $120,574-67.2% | $145,884-72.9% |
| Participation rate | 20.0% | 78.8%-58.8pp | 71.9%-51.9pp | 80.3%-60.3pp |
| Annual return | 13.91% | 154.50%-140.6pp | 107.42%-93.5pp | 551.85%-537.9pp |
| Employer contribution / active EE | $860 | $4,355-80.2% | $3,471-75.2% | $4,662-81.5% |
| Participant deferral / active EE | $1,175 | $6,175-81.0% | $4,996-76.5% | $6,690-82.4% |
| Admin fee / account holder | $212 | $12,224-98.3% | $9,445-97.8% | $13,392-98.4% |