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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 | $15,922 | $46,596-65.8% | $64,099-75.2% | $75,181-78.8% |
| Participation rate | 7.4% | 65.9%-58.5pp | 72.3%-64.9pp | 67.2%-59.8pp |
| Annual return | 39.62% | 26.04%+13.6pp | 33.70%+5.9pp | 160.69%-121.1pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,748-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $724 | $2,837-74.5% | $3,881-81.3% | $4,126-82.5% |
| Admin fee / account holder | $57 | $2,954-98.1% | $3,070-98.1% | $5,650-99.0% |