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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 | $25,379 | $102,385-75.2% | $147,080-82.7% | $80,935-68.6% |
| Participation rate | 62.9% | 75.9%-13.0pp | 82.2%-19.3pp | 67.7%-4.8pp |
| Annual return | 15.04% | 135.09%-120.0pp | 420.17%-405.1pp | 35.66%-20.6pp |
| Employer contribution / active EE | $1,572 | $3,717-57.7% | $4,933-68.1% | $2,757-43.0% |
| Participant deferral / active EE | $2,022 | $6,651-69.6% | $8,066-74.9% | $4,299-53.0% |
| Admin fee / account holder | $62 | $7,951-99.2% | $12,989-99.5% | $6,924-99.1% |