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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 | $16,840 | $58,523-71.2% | $99,470-83.1% | $72,983-76.9% |
| Participation rate | 53.4% | 64.6%-11.2pp | 73.8%-20.4pp | 69.5%-16.0pp |
| Annual return | 51.93% | 28.51%+23.4pp | 30.72%+21.2pp | 81.01%-29.1pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,024 | $2,606-60.7% | $3,619-71.7% | $3,608-71.6% |
| Admin fee / account holder | $165 | $4,102-96.0% | $6,252-97.4% | $5,124-96.8% |