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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 | $28,092 | $89,367-68.6% | $141,191-80.1% | $72,975-61.5% |
| Participation rate | 46.5% | 75.1%-28.6pp | 82.5%-36.0pp | 69.5%-23.0pp |
| Annual return | 26.33% | 111.87%-85.5pp | 71.41%-45.1pp | 81.01%-54.7pp |
| Employer contribution / active EE | $1,136 | $3,115-63.5% | $4,736-76.0% | $2,440-53.4% |
| Participant deferral / active EE | $1,631 | $5,419-69.9% | $6,710-75.7% | $3,608-54.8% |
| Admin fee / account holder | $0 | $5,957-100.0% | $10,264-100.0% | $5,124-100.0% |