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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 | $26,351 | $79,557-66.9% | $118,746-77.8% | $70,126-62.4% |
| Participation rate | 4.0% | 71.4%-67.4pp | 78.3%-74.3pp | 69.5%-65.5pp |
| Annual return | 33.53% | 25.64%+7.9pp | 24.54%+9.0pp | 73.15%-39.6pp |
| Employer contribution / active EE | $0 | $2,861-100.0% | $4,193-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $990 | $4,089-75.8% | $5,332-81.4% | $3,332-70.3% |
| Admin fee / account holder | $0 | $5,374-100.0% | $10,720-100.0% | $4,645-100.0% |