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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 | $53,088 | $93,117-43.0% | $77,096-31.1% | $134,532-60.5% |
| Participation rate | 57.1% | 74.5%-17.4pp | 67.9%-10.8pp | 81.2%-24.1pp |
| Annual return | 7.43% | 62.67%-55.2pp | 42.35%-34.9pp | 418.27%-410.8pp |
| Employer contribution / active EE | $460 | $3,420-86.6% | $2,814-83.7% | $4,741-90.3% |
| Participant deferral / active EE | $699 | $5,241-86.7% | $4,429-84.2% | $6,401-89.1% |
| Admin fee / account holder | $172 | $6,948-97.5% | $5,428-96.8% | $11,429-98.5% |