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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 | $102,382+23.9% | $147,005-13.7% | $80,874+56.9% |
| Participation rate | 48.9% | 75.8%-26.9pp | 82.2%-33.2pp | 67.6%-18.7pp |
| Annual return | 16.19% | 134.89%-118.7pp | 418.76%-402.6pp | 35.62%-19.4pp |
| Employer contribution / active EE | $1,098 | $3,715-70.4% | $4,934-77.7% | $2,756-60.2% |
| Participant deferral / active EE | $2,317 | $6,646-65.1% | $8,070-71.3% | $4,297-46.1% |
| Admin fee / account holder | $5 | $7,942-99.9% | $13,006-100.0% | $6,935-99.9% |