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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 | $19,488 | $79,449-75.5% | $189,597-89.7% | $85,851-77.3% |
| Participation rate | 7.0% | 66.0%-59.0pp | 78.4%-71.5pp | 69.3%-62.3pp |
| Annual return | 25.57% | 18.45%+7.1pp | 64.20%-38.6pp | 318.63%-293.1pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $607 | $4,051-85.0% | $6,174-90.2% | $3,952-84.6% |
| Admin fee / account holder | $264 | $5,377-95.1% | $9,807-97.3% | $6,261-95.8% |