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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 | $55,976 | $111,878-50.0% | $93,727-40.3% | $145,897-61.6% |
| Participation rate | 46.2% | 74.2%-28.1pp | 68.7%-22.6pp | 80.3%-34.2pp |
| Annual return | 16.56% | 204.28%-187.7pp | 133.83%-117.3pp | 552.29%-535.7pp |
| Employer contribution / active EE | $564 | $3,092-81.8% | $2,421-76.7% | $4,663-87.9% |
| Participant deferral / active EE | $1,058 | $4,920-78.5% | $4,417-76.0% | $6,689-84.2% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |