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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 | $64,723 | $85,766-24.5% | $136,298-52.5% | $70,126-7.7% |
| Participation rate | 58.8% | 74.2%-15.3pp | 81.9%-23.1pp | 69.5%-10.7pp |
| Annual return | 16.03% | 31.46%-15.4pp | 5156.27%-5140.2pp | 73.15%-57.1pp |
| Employer contribution / active EE | $782 | $2,966-73.6% | $4,696-83.4% | $2,343-66.6% |
| Participant deferral / active EE | $1,868 | $5,051-63.0% | $6,247-70.1% | $3,332-43.9% |
| Admin fee / account holder | $251 | $5,421-95.4% | $9,244-97.3% | $4,645-94.6% |