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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 | $73,265 | $166,268-55.9% | $165,100-55.6% | $145,897-49.8% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 14.80% | 100.52%-85.7pp | 70.21%-55.4pp | 552.29%-537.5pp |
| Employer contribution / active EE | $1,436 | $5,284-72.8% | $4,348-67.0% | $4,663-69.2% |
| Participant deferral / active EE | $1,947 | $6,964-72.0% | $6,035-67.7% | $6,689-70.9% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |