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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 | $127,486 | $150,435-15.3% | $120,580+5.7% | $145,897-12.6% |
| Participation rate | 50.0% | 78.8%-28.8pp | 72.0%-22.0pp | 80.3%-30.3pp |
| Annual return | 13.02% | 154.60%-141.6pp | 107.48%-94.5pp | 552.29%-539.3pp |
| Employer contribution / active EE | $1,330 | $4,352-69.4% | $3,469-61.7% | $4,663-71.5% |
| Participant deferral / active EE | $1,330 | $6,174-78.5% | $4,995-73.4% | $6,689-80.1% |
| Admin fee / account holder | $40 | $12,182-99.7% | $9,418-99.6% | $13,390-99.7% |