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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 | $19,897 | $106,923-81.4% | $84,023-76.3% | $152,909-87.0% |
| Participation rate | 30.8% | 75.3%-44.5pp | 69.0%-38.2pp | 82.5%-51.7pp |
| Annual return | 28.42% | 105.02%-76.6pp | 71.32%-42.9pp | 345.46%-317.0pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $972 | $4,013-75.8% | $3,239-70.0% | $5,851-83.4% |
| Admin fee / account holder | $84 | $8,289-99.0% | $6,102-98.6% | $11,601-99.3% |