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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 | $23,756 | $89,259-73.4% | $107,187-77.8% | $82,637-71.3% |
| Participation rate | 36.2% | 67.9%-31.8pp | 75.0%-38.9pp | 68.1%-31.9pp |
| Annual return | 21.49% | 21.02%+0.5pp | 204.55%-183.1pp | 53.51%-32.0pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,310 | $4,037-67.5% | $5,096-74.3% | $4,126-68.2% |
| Admin fee / account holder | $84 | $7,381-98.9% | $9,162-99.1% | $7,339-98.9% |