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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 | $74,117 | $51,638+43.5% | $68,368+8.4% | $82,448-10.1% |
| Participation rate | 44.4% | 63.6%-19.2pp | 73.8%-29.3pp | 68.1%-23.6pp |
| Annual return | 15.28% | 37.53%-22.3pp | 292.57%-277.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $2,760 | $2,047+34.9% | $2,649+4.2% | $2,551+8.2% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4 | $4,643-99.9% | $5,150-99.9% | $7,234-99.9% |