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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 | $15,423 | $111,830-86.2% | $93,696-83.5% | $145,884-89.4% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 13.96% | 204.08%-190.1pp | 133.74%-119.8pp | 551.85%-537.9pp |
| Employer contribution / active EE | $1,130 | $3,093-63.5% | $2,422-53.3% | $4,662-75.8% |
| Participant deferral / active EE | $1,130 | $4,920-77.0% | $4,417-74.4% | $6,690-83.1% |
| Admin fee / account holder | $300 | $10,249-97.1% | $8,287-96.4% | $13,392-97.8% |