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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 | $28,805 | $89,259-67.7% | $107,187-73.1% | $82,637-65.1% |
| Participation rate | 12.9% | 67.9%-55.0pp | 75.0%-62.1pp | 68.1%-55.2pp |
| Annual return | 25.16% | 21.02%+4.1pp | 204.55%-179.4pp | 53.51%-28.3pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,274 | $4,037-68.4% | $5,096-75.0% | $4,126-69.1% |
| Admin fee / account holder | $0 | $7,381-100.0% | $9,162-100.0% | $7,339-100.0% |