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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 | $28,260 | $64,324-56.1% | $118,914-76.2% | $79,856-64.6% |
| Participation rate | 34.3% | 64.9%-30.5pp | 75.4%-41.1pp | 69.6%-35.3pp |
| Annual return | 22.06% | 86.45%-64.4pp | 35.89%-13.8pp | 31.71%-9.7pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $812 | $2,824-71.2% | $4,266-81.0% | $3,741-78.3% |
| Admin fee / account holder | $194 | $4,040-95.2% | $6,582-97.1% | $5,306-96.3% |