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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 | $21,048 | $107,941-80.5% | $91,994-77.1% | $152,909-86.2% |
| Participation rate | 33.3% | 81.2%-47.9pp | 78.6%-45.3pp | 82.5%-49.1pp |
| Annual return | 21.55% | 89.28%-67.7pp | 69.04%-47.5pp | 345.46%-323.9pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,819 | $6,366-71.4% | $5,924-69.3% | $5,851-68.9% |
| Admin fee / account holder | $113 | $10,521-98.9% | $7,744-98.5% | $11,601-99.0% |