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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 | $35,981 | $89,370-59.7% | $141,197-74.5% | $72,976-50.7% |
| Participation rate | 24.3% | 75.1%-50.8pp | 82.5%-58.2pp | 69.5%-45.2pp |
| Annual return | 19.57% | 111.88%-92.3pp | 71.41%-51.8pp | 81.02%-61.4pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $504 | $5,419-90.7% | $6,710-92.5% | $3,608-86.0% |
| Admin fee / account holder | $255 | $5,957-95.7% | $10,265-97.5% | $5,124-95.0% |