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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 | $63,906 | $103,038-38.0% | $90,324-29.2% | $152,909-58.2% |
| Participation rate | 13.3% | 75.9%-62.5pp | 73.3%-59.9pp | 82.5%-69.1pp |
| Annual return | 22.60% | 95.25%-72.7pp | 78.15%-55.5pp | 345.46%-322.9pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $559 | $4,282-86.9% | $3,885-85.6% | $5,851-90.4% |
| Admin fee / account holder | $49 | $6,177-99.2% | $5,356-99.1% | $11,601-99.6% |