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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 | $77,499 | $105,284-26.4% | $150,734-48.6% | $94,015-17.6% |
| Participation rate | 27.0% | 71.7%-44.7pp | 78.4%-51.4pp | 70.8%-43.8pp |
| Annual return | 21.22% | 15.67%+5.5pp | 600.81%-579.6pp | 17.84%+3.4pp |
| Employer contribution / active EE | $2,064 | $3,599-42.6% | $4,918-58.0% | $2,790-26.0% |
| Participant deferral / active EE | $1,884 | $4,274-55.9% | $5,610-66.4% | $4,249-55.7% |
| Admin fee / account holder | $4 | $9,839-100.0% | $14,905-100.0% | $8,951-100.0% |