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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 | $33,609 | $104,251-67.8% | $91,004-63.1% | $147,586-77.2% |
| Participation rate | 20.8% | 78.2%-57.4pp | 75.6%-54.8pp | 82.8%-62.0pp |
| Annual return | 24.09% | 27.06%-3.0pp | 4.60%+19.5pp | 578.59%-554.5pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $647 | $4,195-84.6% | $3,548-81.8% | $5,439-88.1% |
| Admin fee / account holder | $15 | $8,948-99.8% | $5,417-99.7% | $10,886-99.9% |