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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 | $61,125+21.3% | $94,057-21.2% | $87,485-15.3% |
| Participation rate | 44.4% | 64.1%-19.6pp | 73.3%-28.9pp | 68.9%-24.5pp |
| Annual return | 15.28% | 35.20%-19.9pp | 480.62%-465.3pp | 26.06%-10.8pp |
| Employer contribution / active EE | $2,760 | $2,136+29.2% | $2,933-5.9% | $2,596+6.3% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $4,709-100.0% | $4,274-100.0% |
| Admin fee / account holder | $4 | $5,629-99.9% | $7,244-99.9% | $7,775-99.9% |