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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 | $17,486 | $107,941-83.8% | $91,994-81.0% | $152,897-88.6% |
| Participation rate | 52.6% | 81.2%-28.6pp | 78.6%-26.0pp | 82.5%-29.8pp |
| Annual return | 22.25% | 89.28%-67.0pp | 69.04%-46.8pp | 345.43%-323.2pp |
| Employer contribution / active EE | $1,314 | $4,212-68.8% | $3,453-61.9% | $4,764-72.4% |
| Participant deferral / active EE | $1,582 | $6,366-75.1% | $5,924-73.3% | $5,851-73.0% |
| Admin fee / account holder | $59 | $10,521-99.4% | $7,744-99.2% | $11,599-99.5% |