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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 | $21,164 | $97,125-78.2% | $86,233-75.5% | $137,256-84.6% |
| Participation rate | 15.4% | 74.2%-58.8pp | 69.0%-53.6pp | 80.0%-64.6pp |
| Annual return | 16.24% | 74.19%-57.9pp | 61.39%-45.1pp | 220.34%-204.1pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $258 | $5,180-95.0% | $4,559-94.3% | $6,407-96.0% |
| Admin fee / account holder | $59 | $9,725-99.4% | $8,342-99.3% | $12,270-99.5% |