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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 | $13,698 | $50,554-72.9% | $67,681-79.8% | $87,485-84.3% |
| Participation rate | 15.6% | 67.7%-52.1pp | 73.7%-58.1pp | 68.9%-53.3pp |
| Annual return | 17.94% | 17.81%+0.1pp | 590.58%-572.6pp | 26.06%-8.1pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $238 | $2,961-92.0% | $3,976-94.0% | $4,274-94.4% |
| Admin fee / account holder | $206 | $4,132-95.0% | $6,100-96.6% | $7,775-97.4% |