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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 | $33,216 | $77,896-57.4% | $134,172-75.2% | $82,448-59.7% |
| Participation rate | 5.5% | 62.8%-57.3pp | 72.5%-67.0pp | 68.1%-62.6pp |
| Annual return | 20.11% | 18.21%+1.9pp | 25.30%-5.2pp | 41.64%-21.5pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $580 | $3,162-81.6% | $4,690-87.6% | $4,139-86.0% |
| Admin fee / account holder | $0 | $6,336-100.0% | $12,016-100.0% | $7,234-100.0% |