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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 | $14,650 | $111,535-86.9% | $105,223-86.1% | $137,256-89.3% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 29.08% | 237.85%-208.8pp | 180.65%-151.6pp | 220.34%-191.3pp |
| Employer contribution / active EE | $1,251 | $3,939-68.2% | $3,689-66.1% | $4,156-69.9% |
| Participant deferral / active EE | $1,251 | $5,500-77.3% | $5,072-75.3% | $6,407-80.5% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |