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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 | $50,352 | $157,296-68.0% | $141,191-64.3% | $152,897-67.1% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 19.45% | 64.34%-44.9pp | 71.41%-52.0pp | 345.43%-326.0pp |
| Employer contribution / active EE | $1,347 | $5,262-74.4% | $4,736-71.6% | $4,764-71.7% |
| Participant deferral / active EE | $2,259 | $7,111-68.2% | $6,710-66.3% | $5,851-61.4% |
| Admin fee / account holder | $31 | $12,125-99.7% | $10,264-99.7% | $11,599-99.7% |