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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 | $31,914 | $104,479-69.5% | $159,474-80.0% | $79,391-59.8% |
| Participation rate | 52.2% | 76.6%-24.5pp | 82.8%-30.7pp | 70.7%-18.5pp |
| Annual return | 22.55% | 67.98%-45.4pp | 263.68%-241.1pp | 116.88%-94.3pp |
| Employer contribution / active EE | $1,332 | $3,417-61.0% | $4,831-72.4% | $2,428-45.2% |
| Participant deferral / active EE | $2,868 | $6,468-55.7% | $7,353-61.0% | $4,046-29.1% |
| Admin fee / account holder | $288 | $711-59.5% | $10,802-97.3% | $627-54.1% |