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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 | $54,903 | $78,705-30.2% | $117,857-53.4% | $70,131-21.7% |
| Participation rate | 15.3% | 73.2%-57.9pp | 79.7%-64.4pp | 69.5%-54.3pp |
| Annual return | 16.23% | 23.30%-7.1pp | 335.09%-318.9pp | 73.14%-56.9pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $778 | $3,297-76.4% | $4,482-82.6% | $3,332-76.7% |
| Admin fee / account holder | $233 | $5,065-95.4% | $8,020-97.1% | $4,645-95.0% |