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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 | $16,410 | $53,128-69.1% | $86,582-81.0% | $70,126-76.6% |
| Participation rate | 14.3% | 65.3%-51.0pp | 73.5%-59.3pp | 69.5%-55.3pp |
| Annual return | 22.29% | 27.66%-5.4pp | 965.08%-942.8pp | 73.15%-50.9pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $470 | $2,695-82.6% | $3,609-87.0% | $3,332-85.9% |
| Admin fee / account holder | $79 | $3,584-97.8% | $4,904-98.4% | $4,645-98.3% |