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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 | $19,565 | $25,014-21.8% | $69,623-71.9% | $80,935-75.8% |
| Participation rate | 13.3% | 64.2%-50.9pp | 66.4%-53.1pp | 67.7%-54.3pp |
| Annual return | 19.38% | 19.08%+0.3pp | 101.23%-81.8pp | 35.66%-16.3pp |
| Employer contribution / active EE | $0 | $991-100.0% | $1,709-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $157 | $1,840-91.5% | $2,890-94.6% | $4,299-96.4% |
| Admin fee / account holder | $0 | $2,491-100.0% | $4,696-100.0% | $6,924-100.0% |