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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 | $46,997 | $108,897-56.8% | $100,378-53.2% | $145,877-67.8% |
| Participation rate | 33.3% | 83.0%-49.6pp | 81.5%-48.2pp | 80.3%-47.0pp |
| Annual return | 14.27% | 58.17%-43.9pp | 49.41%-35.1pp | 551.28%-537.0pp |
| Employer contribution / active EE | $1,442 | $4,420-67.4% | $3,942-63.4% | $4,663-69.1% |
| Participant deferral / active EE | $1,802 | $8,455-78.7% | $8,087-77.7% | $6,691-73.1% |
| Admin fee / account holder | $184 | $9,690-98.1% | $7,899-97.7% | $13,402-98.6% |