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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 | $109,772 | $105,200+4.3% | $159,474-31.2% | $85,847+27.9% |
| Participation rate | 15.2% | 75.8%-60.6pp | 82.8%-67.7pp | 69.3%-54.2pp |
| Annual return | 24.78% | 45.08%-20.3pp | 263.68%-238.9pp | 318.61%-293.8pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,114 | $5,946-64.4% | $7,353-71.2% | $3,952-46.5% |
| Admin fee / account holder | -$3,315 | $6,934-147.8% | $10,802-130.7% | $6,261-153.0% |