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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 | $18,630 | $59,123-68.5% | $77,183-75.9% | $75,181-75.2% |
| Participation rate | 12.1% | 63.9%-51.7pp | 69.6%-57.5pp | 67.2%-55.1pp |
| Annual return | 28.18% | 26.72%+1.5pp | 37.89%-9.7pp | 160.69%-132.5pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,534-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $405 | $2,999-86.5% | $3,833-89.4% | $4,126-90.2% |
| Admin fee / account holder | $145 | $4,776-97.0% | $5,475-97.4% | $5,650-97.4% |