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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 | $31,827 | $102,429-68.9% | $147,096-78.4% | $80,925-60.7% |
| Participation rate | 35.9% | 75.9%-40.0pp | 82.2%-46.3pp | 67.7%-31.8pp |
| Annual return | 19.75% | 135.02%-115.3pp | 419.75%-400.0pp | 35.65%-15.9pp |
| Employer contribution / active EE | $888 | $3,716-76.1% | $4,936-82.0% | $2,756-67.8% |
| Participant deferral / active EE | $1,503 | $6,649-77.4% | $8,071-81.4% | $4,299-65.0% |
| Admin fee / account holder | $179 | $7,957-97.8% | $13,005-98.6% | $6,940-97.4% |