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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 | $104,466 | $124,346-16.0% | $111,308-6.1% | $167,536-37.6% |
| Participation rate | 50.0% | 79.6%-29.6pp | 77.3%-27.3pp | 82.1%-32.1pp |
| Annual return | 12.57% | 37.45%-24.9pp | 54.67%-42.1pp | 478.82%-466.2pp |
| Employer contribution / active EE | $1,210 | $3,437-64.8% | $2,732-55.7% | $4,839-75.0% |
| Participant deferral / active EE | $1,383 | $5,182-73.3% | $4,487-69.2% | $6,342-78.2% |
| Admin fee / account holder | $60 | $10,621-99.4% | $7,965-99.2% | $12,315-99.5% |