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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 | $37,792 | $89,370-57.7% | $141,197-73.2% | $72,976-48.2% |
| Participation rate | 14.3% | 75.1%-60.8pp | 82.5%-68.2pp | 69.5%-55.2pp |
| Annual return | 24.18% | 111.88%-87.7pp | 71.41%-47.2pp | 81.02%-56.8pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $620 | $5,419-88.6% | $6,710-90.8% | $3,608-82.8% |
| Admin fee / account holder | $101 | $5,957-98.3% | $10,265-99.0% | $5,124-98.0% |