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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 | $34,138 | $102,422-66.7% | $147,117-76.8% | $80,959-57.8% |
| Participation rate | 51.6% | 75.9%-24.3pp | 82.2%-30.6pp | 67.7%-16.1pp |
| Annual return | 13.74% | 135.16%-121.4pp | 420.54%-406.8pp | 35.67%-21.9pp |
| Employer contribution / active EE | $1,430 | $3,717-61.5% | $4,932-71.0% | $2,757-48.1% |
| Participant deferral / active EE | $1,727 | $6,652-74.0% | $8,065-78.6% | $4,300-59.8% |
| Admin fee / account holder | $24 | $7,953-99.7% | $12,993-99.8% | $6,925-99.6% |