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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 | $105,950 | $100,033+5.9% | $149,716-29.2% | $70,124+51.1% |
| Participation rate | 40.0% | 83.6%-43.6pp | 87.1%-47.1pp | 69.5%-29.5pp |
| Annual return | 15.05% | 27.43%-12.4pp | 1501.67%-1486.6pp | 73.14%-58.1pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,632 | $4,982-67.2% | $6,568-75.1% | $3,332-51.0% |
| Admin fee / account holder | $67 | $8,285-99.2% | $11,282-99.4% | $4,645-98.6% |