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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 | $18,662 | $58,888-68.3% | $178,499-89.5% | $73,493-74.6% |
| Participation rate | 24.0% | 66.2%-42.2pp | 81.9%-57.9pp | 70.7%-46.7pp |
| Annual return | 29.13% | 24.86%+4.3pp | 151.10%-122.0pp | 28.51%+0.6pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $779 | $2,568-69.7% | $5,202-85.0% | $3,740-79.2% |
| Admin fee / account holder | $122 | $400-69.4% | $13,986-99.1% | $513-76.2% |