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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 | $50,554-68.4% | $67,681-76.4% | $87,485-81.7% |
| Participation rate | 57.9% | 67.7%-9.8pp | 73.7%-15.8pp | 68.9%-11.0pp |
| Annual return | 19.80% | 17.81%+2.0pp | 590.58%-570.8pp | 26.06%-6.3pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $923 | $2,961-68.8% | $3,976-76.8% | $4,274-78.4% |
| Admin fee / account holder | $281 | $4,132-93.2% | $6,100-95.4% | $7,775-96.4% |