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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 | $29,792 | $102,385-70.9% | $147,080-79.7% | $80,935-63.2% |
| Participation rate | 51.9% | 75.9%-24.0pp | 82.2%-30.3pp | 67.7%-15.8pp |
| Annual return | 15.86% | 135.09%-119.2pp | 420.17%-404.3pp | 35.66%-19.8pp |
| Employer contribution / active EE | $1,632 | $3,717-56.1% | $4,933-66.9% | $2,757-40.8% |
| Participant deferral / active EE | $2,595 | $6,651-61.0% | $8,066-67.8% | $4,299-39.6% |
| Admin fee / account holder | $14 | $7,951-99.8% | $12,989-99.9% | $6,924-99.8% |