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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 | $73,887 | $85,766-13.9% | $136,297-45.8% | $70,131+5.4% |
| Participation rate | 17.1% | 74.2%-57.1pp | 81.9%-64.8pp | 69.5%-52.4pp |
| Annual return | 17.38% | 31.45%-14.1pp | 5156.16%-5138.8pp | 73.14%-55.8pp |
| Employer contribution / active EE | $572 | $2,966-80.7% | $4,696-87.8% | $2,342-75.6% |
| Participant deferral / active EE | $1,948 | $5,051-61.4% | $6,247-68.8% | $3,332-41.5% |
| Admin fee / account holder | $161 | $5,420-97.0% | $9,244-98.3% | $4,645-96.5% |