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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 | $45,174 | $77,908-42.0% | $149,696-69.8% | $75,173-39.9% |
| Participation rate | 12.1% | 65.6%-53.5pp | 78.8%-66.7pp | 67.2%-55.1pp |
| Annual return | 16.89% | 31.73%-14.8pp | 134.46%-117.6pp | 160.72%-143.8pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $492 | $3,411-85.6% | $5,682-91.3% | $4,126-88.1% |
| Admin fee / account holder | $54 | $5,950-99.1% | $13,212-99.6% | $5,651-99.1% |