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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 | $34,191 | $78,707-56.6% | $117,861-71.0% | $70,126-51.2% |
| Participation rate | 55.6% | 73.2%-17.6pp | 79.7%-24.1pp | 69.5%-14.0pp |
| Annual return | 17.21% | 23.30%-6.1pp | 335.11%-317.9pp | 73.15%-55.9pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,086 | $3,297-67.1% | $4,482-75.8% | $3,332-67.4% |
| Admin fee / account holder | $130 | $5,066-97.4% | $8,021-98.4% | $4,645-97.2% |