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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 | $21,017 | $77,449-72.9% | $69,483-69.8% | $152,909-86.3% |
| Participation rate | 33.3% | 78.1%-44.8pp | 74.6%-41.3pp | 82.5%-49.1pp |
| Annual return | 21.33% | 39.09%-17.8pp | 28.99%-7.7pp | 345.46%-324.1pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $794 | $4,415-82.0% | $3,537-77.6% | $5,851-86.4% |
| Admin fee / account holder | $224 | $6,210-96.4% | $3,841-94.2% | $11,601-98.1% |