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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 | $65,656 | $116,203-43.5% | $93,621-29.9% | $152,897-57.1% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.8%-13.3pp | 82.5%-20.0pp |
| Annual return | 48.29% | 35.96%+12.3pp | 32.76%+15.5pp | 345.43%-297.1pp |
| Employer contribution / active EE | $829 | $3,219-74.2% | $2,719-69.5% | $4,764-82.6% |
| Participant deferral / active EE | $1,222 | $4,605-73.5% | $4,070-70.0% | $5,851-79.1% |
| Admin fee / account holder | $19 | $10,751-99.8% | $7,890-99.8% | $11,599-99.8% |