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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 | $39,759 | $154,193-74.2% | $130,045-69.4% | $139,466-71.5% |
| Participation rate | 57.1% | 82.0%-24.8pp | 78.5%-21.4pp | 80.3%-23.2pp |
| Annual return | 22.16% | 32.51%-10.4pp | -137.30%+159.5pp | 373.66%-351.5pp |
| Employer contribution / active EE | $1,503 | $5,292-71.6% | $4,321-65.2% | $4,754-68.4% |
| Participant deferral / active EE | $1,833 | $6,709-72.7% | $5,820-68.5% | $6,712-72.7% |
| Admin fee / account holder | $131 | $13,989-99.1% | $10,600-98.8% | $11,409-98.8% |