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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 | $54,526 | $80,812-32.5% | $160,784-66.1% | $82,448-33.9% |
| Participation rate | 51.9% | 66.2%-14.4pp | 77.0%-25.1pp | 68.1%-16.2pp |
| Annual return | 15.59% | 100.59%-85.0pp | 1803.92%-1788.3pp | 41.64%-26.0pp |
| Employer contribution / active EE | $2,049 | $2,174-5.8% | $3,733-45.1% | $2,551-19.7% |
| Participant deferral / active EE | $1,289 | $4,335-70.3% | $6,293-79.5% | $4,139-68.9% |
| Admin fee / account holder | $196 | $7,695-97.5% | $9,717-98.0% | $7,234-97.3% |