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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 | $104,627 | $133,981-21.9% | $112,249-6.8% | $134,532-22.2% |
| Participation rate | 20.0% | 78.6%-58.6pp | 75.1%-55.1pp | 81.2%-61.2pp |
| Annual return | -15.90% | 47.16%-63.1pp | 27.48%-43.4pp | 418.27%-434.2pp |
| Employer contribution / active EE | $1,026 | $4,040-74.6% | $3,636-71.8% | $4,741-78.4% |
| Participant deferral / active EE | $1,283 | $5,292-75.8% | $4,729-72.9% | $6,401-80.0% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |