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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 | $24,267 | $45,041-46.1% | $63,003-61.5% | $70,131-65.4% |
| Participation rate | 9.9% | 69.5%-59.6pp | 74.8%-64.9pp | 69.5%-59.7pp |
| Annual return | 23.22% | 18.76%+4.5pp | 87.59%-64.4pp | 73.14%-49.9pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $614 | $2,465-75.1% | $3,329-81.5% | $3,332-81.6% |
| Admin fee / account holder | $81 | $2,836-97.2% | $3,600-97.8% | $4,645-98.3% |