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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 | $45,272 | $154,209-70.6% | $130,062-65.2% | $139,487-67.5% |
| Participation rate | 52.9% | 82.0%-29.0pp | 78.5%-25.6pp | 80.3%-27.4pp |
| Annual return | 14.65% | 32.52%-17.9pp | -137.37%+152.0pp | 373.84%-359.2pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,322-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,707 | $6,709-74.6% | $5,821-70.7% | $6,713-74.6% |
| Admin fee / account holder | $1 | $13,988-100.0% | $10,601-100.0% | $11,407-100.0% |