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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 | $69,018 | $107,941-36.1% | $91,994-25.0% | $152,897-54.9% |
| Participation rate | 25.0% | 81.2%-56.2pp | 78.6%-53.6pp | 82.5%-57.5pp |
| Annual return | 22.76% | 89.28%-66.5pp | 69.04%-46.3pp | 345.43%-322.7pp |
| Employer contribution / active EE | $1,231 | $4,212-70.8% | $3,453-64.3% | $4,764-74.2% |
| Participant deferral / active EE | $1,649 | $6,366-74.1% | $5,924-72.2% | $5,851-71.8% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,599-100.0% |