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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 | $126,877 | $102,429+23.9% | $147,096-13.7% | $80,925+56.8% |
| Participation rate | 48.9% | 75.9%-26.9pp | 82.2%-33.2pp | 67.7%-18.7pp |
| Annual return | 16.19% | 135.02%-118.8pp | 419.75%-403.6pp | 35.65%-19.5pp |
| Employer contribution / active EE | $1,098 | $3,716-70.5% | $4,936-77.8% | $2,756-60.2% |
| Participant deferral / active EE | $2,317 | $6,649-65.2% | $8,071-71.3% | $4,299-46.1% |
| Admin fee / account holder | $5 | $7,957-99.9% | $13,005-100.0% | $6,940-99.9% |