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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 | $37,570 | $102,422-63.3% | $147,117-74.5% | $80,959-53.6% |
| Participation rate | 34.5% | 75.9%-41.4pp | 82.2%-47.7pp | 67.7%-33.2pp |
| Annual return | 14.01% | 135.16%-121.1pp | 420.54%-406.5pp | 35.67%-21.7pp |
| Employer contribution / active EE | $1,034 | $3,717-72.2% | $4,932-79.0% | $2,757-62.5% |
| Participant deferral / active EE | $2,066 | $6,652-68.9% | $8,065-74.4% | $4,300-52.0% |
| Admin fee / account holder | $0 | $7,953-100.0% | $12,993-100.0% | $6,925-100.0% |