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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 | $48,809 | $85,766-43.1% | $136,297-64.2% | $70,124-30.4% |
| Participation rate | 23.5% | 74.2%-50.6pp | 81.9%-58.4pp | 69.5%-46.0pp |
| Annual return | 18.78% | 31.45%-12.7pp | 5156.19%-5137.4pp | 73.14%-54.4pp |
| Employer contribution / active EE | $704 | $2,966-76.3% | $4,696-85.0% | $2,342-70.0% |
| Participant deferral / active EE | $1,909 | $5,051-62.2% | $6,247-69.4% | $3,332-42.7% |
| Admin fee / account holder | $12 | $5,420-99.8% | $9,244-99.9% | $4,645-99.7% |