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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 | $21,245 | $58,888-63.9% | $178,498-88.1% | $73,493-71.1% |
| Participation rate | 18.4% | 66.2%-47.9pp | 81.9%-63.5pp | 70.7%-52.3pp |
| Annual return | 21.17% | 24.86%-3.7pp | 151.09%-129.9pp | 28.51%-7.3pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $765 | $2,568-70.2% | $5,202-85.3% | $3,740-79.5% |
| Admin fee / account holder | $216 | $400-46.1% | $13,985-98.5% | $513-57.9% |