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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 | $55,000 | $71,192-22.7% | $117,860-53.3% | $62,293-11.7% |
| Participation rate | 38.0% | 74.2%-36.3pp | 79.7%-41.7pp | 69.5%-31.6pp |
| Annual return | 19.98% | 18.66%+1.3pp | 335.10%-315.1pp | 28.90%-8.9pp |
| Employer contribution / active EE | $0 | $1,934-100.0% | $3,786-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,601 | $3,189-49.8% | $4,482-64.3% | $3,169-49.5% |
| Admin fee / account holder | $212 | $587-64.0% | $8,021-97.4% | $479-55.8% |