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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 | $15,970 | $51,184-68.8% | $66,439-76.0% | $86,983-81.6% |
| Participation rate | 57.9% | 68.5%-10.6pp | 74.5%-16.6pp | 69.5%-11.6pp |
| Annual return | 19.80% | 17.07%+2.7pp | 757.66%-737.9pp | 25.83%-6.0pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $923 | $2,927-68.5% | $3,876-76.2% | $4,194-78.0% |
| Admin fee / account holder | $281 | $4,154-93.2% | $6,173-95.4% | $7,856-96.4% |