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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 | $35,161 | $69,252-49.2% | $64,099-45.1% | $139,456-74.8% |
| Participation rate | 25.0% | 75.6%-50.6pp | 72.3%-47.3pp | 80.3%-55.3pp |
| Annual return | 19.20% | 45.89%-26.7pp | 33.70%-14.5pp | 373.45%-354.3pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $2,748-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $412 | $4,683-91.2% | $3,881-89.4% | $6,711-93.9% |
| Admin fee / account holder | $7 | $4,248-99.8% | $3,070-99.8% | $11,407-99.9% |