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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 | $24,785 | $49,791-50.2% | $78,210-68.3% | $70,126-64.7% |
| Participation rate | 42.9% | 62.3%-19.4pp | 68.7%-25.9pp | 69.5%-26.7pp |
| Annual return | 53.10% | 20.75%+32.3pp | 40.90%+12.2pp | 73.15%-20.1pp |
| Employer contribution / active EE | $0 | $1,430-100.0% | $2,034-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $685 | $2,150-68.1% | $2,823-75.7% | $3,332-79.4% |
| Admin fee / account holder | $256 | $3,181-91.9% | $3,758-93.2% | $4,645-94.5% |