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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 | $32,484 | $71,353-54.5% | $92,805-65.0% | $86,983-62.7% |
| Participation rate | 23.7% | 80.9%-57.2pp | 83.5%-59.8pp | 69.5%-45.9pp |
| Annual return | 110.24% | 44.68%+65.6pp | 31.59%+78.6pp | 25.83%+84.4pp |
| Employer contribution / active EE | $5 | $2,468-99.8% | $3,424-99.9% | $2,584-99.8% |
| Participant deferral / active EE | $1,244 | $6,966-82.1% | $8,448-85.3% | $4,194-70.3% |
| Admin fee / account holder | $15 | $6,099-99.7% | $10,911-99.9% | $7,856-99.8% |