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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 | $52,631 | $99,994-47.4% | $146,647-64.1% | $85,851-38.7% |
| Participation rate | 37.5% | 73.1%-35.6pp | 80.1%-42.6pp | 69.3%-31.8pp |
| Annual return | 19.40% | 18.93%+0.5pp | 22.75%-3.3pp | 318.63%-299.2pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,106 | $4,006-72.4% | $5,506-79.9% | $3,952-72.0% |
| Admin fee / account holder | $32 | $7,703-99.6% | $10,281-99.7% | $6,261-99.5% |