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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 | $50,803 | $58,888-13.7% | $178,499-71.5% | $73,493-30.9% |
| Participation rate | 1.9% | 66.2%-64.4pp | 81.9%-80.1pp | 70.7%-68.8pp |
| Annual return | 13.91% | 24.86%-11.0pp | 151.10%-137.2pp | 28.51%-14.6pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $116 | $2,568-95.5% | $5,202-97.8% | $3,740-96.9% |
| Admin fee / account holder | $25 | $400-93.8% | $13,986-99.8% | $513-95.1% |