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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 | $94,665 | $85,766+10.4% | $136,298-30.5% | $70,126+35.0% |
| Participation rate | 51.9% | 74.2%-22.3pp | 81.9%-30.1pp | 69.5%-17.7pp |
| Annual return | 16.52% | 31.46%-14.9pp | 5156.27%-5139.8pp | 73.15%-56.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,993 | $5,051-60.6% | $6,247-68.1% | $3,332-40.2% |
| Admin fee / account holder | $9 | $5,421-99.8% | $9,244-99.9% | $4,645-99.8% |