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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 | $11,413 | $51,638-77.9% | $68,368-83.3% | $82,448-86.2% |
| Participation rate | 10.7% | 63.6%-52.9pp | 73.8%-63.1pp | 68.1%-57.4pp |
| Annual return | 21.98% | 37.53%-15.6pp | 292.57%-270.6pp | 41.64%-19.7pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $413 | $2,914-85.8% | $4,123-90.0% | $4,139-90.0% |
| Admin fee / account holder | $146 | $4,643-96.8% | $5,150-97.2% | $7,234-98.0% |