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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 | $53,015 | $166,242-68.1% | $165,071-67.9% | $145,884-63.7% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-47.0pp |
| Annual return | 10.16% | 100.44%-90.3pp | 70.17%-60.0pp | 551.85%-541.7pp |
| Employer contribution / active EE | $1,280 | $5,283-75.8% | $4,347-70.6% | $4,662-72.5% |
| Participant deferral / active EE | $1,971 | $6,964-71.7% | $6,035-67.3% | $6,690-70.5% |
| Admin fee / account holder | $211 | $16,658-98.7% | $12,695-98.3% | $13,392-98.4% |