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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 | $55,776 | $102,385-45.5% | $147,080-62.1% | $80,935-31.1% |
| Participation rate | 45.7% | 75.9%-30.2pp | 82.2%-36.5pp | 67.7%-21.9pp |
| Annual return | 12.07% | 135.09%-123.0pp | 420.17%-408.1pp | 35.66%-23.6pp |
| Employer contribution / active EE | $1,507 | $3,717-59.5% | $4,933-69.5% | $2,757-45.3% |
| Participant deferral / active EE | $2,557 | $6,651-61.6% | $8,066-68.3% | $4,299-40.5% |
| Admin fee / account holder | $60 | $7,951-99.2% | $12,989-99.5% | $6,924-99.1% |