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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 | $99,053-78.6% | $88,179-76.0% | $138,895-84.8% |
| Participation rate | 15.4% | 74.2%-58.9pp | 69.1%-53.8pp | 79.9%-64.5pp |
| Annual return | 16.24% | 78.17%-61.9pp | 64.97%-48.7pp | 145.39%-129.2pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $258 | $5,225-95.1% | $4,614-94.4% | $6,396-96.0% |
| Admin fee / account holder | $59 | $8,748-99.3% | $7,673-99.2% | $12,562-99.5% |