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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 | $88,203-50.3% | $165,100-73.5% | $74,478-41.2% |
| Participation rate | 30.2% | 73.1%-43.0pp | 78.6%-48.5pp | 67.2%-37.0pp |
| Annual return | 15.28% | 17.13%-1.9pp | 70.21%-54.9pp | 1370.56%-1355.3pp |
| Employer contribution / active EE | $1,218 | $2,601-53.1% | $4,348-72.0% | $2,626-53.6% |
| Participant deferral / active EE | $1,965 | $4,505-56.4% | $6,035-67.4% | $4,350-54.8% |
| Admin fee / account holder | $220 | $2,235-90.2% | $12,696-98.3% | $1,946-88.7% |