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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 | $24,622 | $72,177-65.9% | $115,038-78.6% | $59,633-58.7% |
| Participation rate | 20.3% | 72.6%-52.2pp | 81.4%-61.1pp | 68.7%-48.4pp |
| Annual return | 41.16% | 12.02%+29.1pp | 26.14%+15.0pp | 2041.45%-2000.3pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,147 | $4,783-76.0% | $6,026-81.0% | $3,192-64.1% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |