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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 | $32,757 | $98,240-66.7% | $82,312-60.2% | $147,586-77.8% |
| Participation rate | 18.8% | 79.7%-61.0pp | 76.9%-58.1pp | 82.8%-64.1pp |
| Annual return | 23.42% | 30.85%-7.4pp | 25.88%-2.5pp | 578.59%-555.2pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $663 | $4,383-84.9% | $3,706-82.1% | $5,439-87.8% |
| Admin fee / account holder | $14 | $8,563-99.8% | $5,608-99.8% | $10,886-99.9% |