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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 | $23,250 | $79,449-70.7% | $189,597-87.7% | $85,851-72.9% |
| Participation rate | 17.2% | 66.0%-48.7pp | 78.4%-61.2pp | 69.3%-52.1pp |
| Annual return | 48.91% | 18.45%+30.5pp | 64.20%-15.3pp | 318.63%-269.7pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $941 | $4,051-76.8% | $6,174-84.8% | $3,952-76.2% |
| Admin fee / account holder | $89 | $5,377-98.3% | $9,807-99.1% | $6,261-98.6% |