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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 | $45,280 | $85,766-47.2% | $136,297-66.8% | $70,124-35.4% |
| Participation rate | 28.6% | 74.2%-45.6pp | 81.9%-53.3pp | 69.5%-41.0pp |
| Annual return | 18.37% | 31.45%-13.1pp | 5156.19%-5137.8pp | 73.14%-54.8pp |
| Employer contribution / active EE | $1,159 | $2,966-60.9% | $4,696-75.3% | $2,342-50.5% |
| Participant deferral / active EE | $1,874 | $5,051-62.9% | $6,247-70.0% | $3,332-43.8% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,244-100.0% | $4,645-100.0% |