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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 | $47,010 | $72,012-34.7% | $185,827-74.7% | $79,858-41.1% |
| Participation rate | 17.2% | 65.8%-48.5pp | 78.0%-60.8pp | 69.6%-52.4pp |
| Annual return | 107.38% | 23.12%+84.3pp | 35.96%+71.4pp | 31.72%+75.7pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,250 | $3,779-66.9% | $5,633-77.8% | $3,740-66.6% |
| Admin fee / account holder | $0 | $4,513-100.0% | $9,502-100.0% | $5,306-100.0% |