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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 | $60,580 | $89,364-32.2% | $141,177-57.1% | $72,983-17.0% |
| Participation rate | 59.3% | 75.1%-15.9pp | 82.5%-23.2pp | 69.5%-10.2pp |
| Annual return | 22.72% | 111.86%-89.1pp | 71.40%-48.7pp | 81.01%-58.3pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,203 | $5,419-59.3% | $6,710-67.2% | $3,608-38.9% |
| Admin fee / account holder | $240 | $5,959-96.0% | $10,263-97.7% | $5,124-95.3% |