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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 | $62,977 | $122,239-48.5% | $184,200-65.8% | $74,546-15.5% |
| Participation rate | 12.4% | 85.5%-73.0pp | 86.8%-74.4pp | 67.2%-54.8pp |
| Annual return | 22.57% | 19.95%+2.6pp | 28.80%-6.2pp | 1366.03%-1343.5pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $6,424-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $745 | $7,139-89.6% | $9,132-91.8% | $4,347-82.9% |
| Admin fee / account holder | $31 | $1,260-97.5% | $13,907-99.8% | $1,944-98.4% |