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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 | $34,969 | $102,385-65.8% | $147,080-76.2% | $80,935-56.8% |
| Participation rate | 60.8% | 75.9%-15.1pp | 82.2%-21.4pp | 67.7%-6.9pp |
| Annual return | 17.40% | 135.09%-117.7pp | 420.17%-402.8pp | 35.66%-18.3pp |
| Employer contribution / active EE | $911 | $3,717-75.5% | $4,933-81.5% | $2,757-67.0% |
| Participant deferral / active EE | $2,083 | $6,651-68.7% | $8,066-74.2% | $4,299-51.6% |
| Admin fee / account holder | $0 | $7,951-100.0% | $12,989-100.0% | $6,924-100.0% |