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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 | $53,095 | $89,259-40.5% | $107,187-50.5% | $82,637-35.7% |
| Participation rate | 56.0% | 67.9%-11.9pp | 75.0%-19.0pp | 68.1%-12.1pp |
| Annual return | 19.88% | 21.02%-1.1pp | 204.55%-184.7pp | 53.51%-33.6pp |
| Employer contribution / active EE | $1,133 | $3,080-63.2% | $3,782-70.1% | $2,552-55.6% |
| Participant deferral / active EE | $1,664 | $4,037-58.8% | $5,096-67.4% | $4,126-59.7% |
| Admin fee / account holder | $294 | $7,381-96.0% | $9,162-96.8% | $7,339-96.0% |