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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 | $78,656 | $89,259-11.9% | $107,187-26.6% | $82,637-4.8% |
| Participation rate | 30.0% | 67.9%-37.9pp | 75.0%-45.0pp | 68.1%-38.1pp |
| Annual return | 17.75% | 21.02%-3.3pp | 204.55%-186.8pp | 53.51%-35.8pp |
| Employer contribution / active EE | $1,423 | $3,080-53.8% | $3,782-62.4% | $2,552-44.3% |
| Participant deferral / active EE | $1,643 | $4,037-59.3% | $5,096-67.8% | $4,126-60.2% |
| Admin fee / account holder | $69 | $7,381-99.1% | $9,162-99.3% | $7,339-99.1% |