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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 | $45,280 | $175,600-74.2% | $129,110-64.9% | $134,509-66.3% |
| Participation rate | 54.2% | 81.6%-27.4pp | 77.3%-23.1pp | 81.2%-27.1pp |
| Annual return | -18.42% | -11.39%-7.0pp | -10.94%-7.5pp | 418.13%-436.5pp |
| Employer contribution / active EE | $1,321 | $6,355-79.2% | $5,052-73.9% | $4,741-72.1% |
| Participant deferral / active EE | $1,873 | $7,975-76.5% | $6,542-71.4% | $6,400-70.7% |
| Admin fee / account holder | $67 | $23,567-99.7% | $14,302-99.5% | $11,427-99.4% |