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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 | $50,563 | $154,193-67.2% | $130,045-61.1% | $139,466-63.7% |
| Participation rate | 57.1% | 82.0%-24.8pp | 78.5%-21.4pp | 80.3%-23.2pp |
| Annual return | 15.91% | 32.51%-16.6pp | -137.30%+153.2pp | 373.66%-357.8pp |
| Employer contribution / active EE | $1,347 | $5,292-74.5% | $4,321-68.8% | $4,754-71.7% |
| Participant deferral / active EE | $1,628 | $6,709-75.7% | $5,820-72.0% | $6,712-75.8% |
| Admin fee / account holder | $218 | $13,989-98.4% | $10,600-97.9% | $11,409-98.1% |