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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 | $100,967 | $154,193-34.5% | $130,045-22.4% | $139,466-27.6% |
| Participation rate | 55.6% | 82.0%-26.4pp | 78.5%-22.9pp | 80.3%-24.8pp |
| Annual return | 20.35% | 32.51%-12.2pp | -137.30%+157.7pp | 373.66%-353.3pp |
| Employer contribution / active EE | $1,418 | $5,292-73.2% | $4,321-67.2% | $4,754-70.2% |
| Participant deferral / active EE | $1,597 | $6,709-76.2% | $5,820-72.6% | $6,712-76.2% |
| Admin fee / account holder | $30 | $13,989-99.8% | $10,600-99.7% | $11,409-99.7% |