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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 | $43,807 | $88,087-50.3% | $164,866-73.4% | $74,546-41.2% |
| Participation rate | 30.2% | 73.1%-42.9pp | 78.6%-48.4pp | 67.2%-37.0pp |
| Annual return | 15.28% | 17.27%-2.0pp | 69.97%-54.7pp | 1366.03%-1350.8pp |
| Employer contribution / active EE | $1,218 | $2,595-53.1% | $4,343-71.9% | $2,624-53.6% |
| Participant deferral / active EE | $1,965 | $4,499-56.3% | $6,033-67.4% | $4,347-54.8% |
| Admin fee / account holder | $220 | $2,232-90.2% | $12,689-98.3% | $1,944-88.7% |