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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 | $22,407 | $63,342-64.6% | $92,236-75.7% | $70,131-68.1% |
| Participation rate | 17.4% | 68.7%-51.3pp | 76.5%-59.1pp | 69.5%-52.2pp |
| Annual return | 18.11% | 530.15%-512.0pp | 176.29%-158.2pp | 73.14%-55.0pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $380 | $2,854-86.7% | $3,897-90.2% | $3,332-88.6% |
| Admin fee / account holder | $94 | $3,840-97.6% | $5,194-98.2% | $4,645-98.0% |