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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 | $47,496 | $58,895-19.4% | $178,503-73.4% | $73,497-35.4% |
| Participation rate | 1.8% | 66.2%-64.5pp | 81.9%-80.2pp | 70.7%-68.9pp |
| Annual return | 27.84% | 24.86%+3.0pp | 151.12%-123.3pp | 28.51%-0.7pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $177 | $2,567-93.1% | $5,202-96.6% | $3,740-95.3% |
| Admin fee / account holder | $0 | $400-100.0% | $13,987-100.0% | $513-100.0% |