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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 | $47,036 | $105,160-55.3% | $94,679-50.3% | $139,456-66.3% |
| Participation rate | 60.0% | 82.4%-22.4pp | 80.8%-20.8pp | 80.3%-20.3pp |
| Annual return | 20.01% | 38.04%-18.0pp | 156.75%-136.7pp | 373.45%-353.4pp |
| Employer contribution / active EE | $1,215 | $4,107-70.4% | $3,673-66.9% | $4,753-74.4% |
| Participant deferral / active EE | $2,053 | $7,599-73.0% | $7,417-72.3% | $6,711-69.4% |
| Admin fee / account holder | $0 | $8,988-100.0% | $7,233-100.0% | $11,407-100.0% |