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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 | $9,872 | $100,073-90.1% | $85,126-88.4% | $145,877-93.2% |
| Participation rate | 29.2% | 74.1%-44.9pp | 67.5%-38.4pp | 80.3%-51.1pp |
| Annual return | 14.30% | 84.11%-69.8pp | 66.63%-52.3pp | 551.28%-537.0pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $528 | $5,294-90.0% | $4,523-88.3% | $6,691-92.1% |
| Admin fee / account holder | $39 | $7,261-99.5% | $6,160-99.4% | $13,402-99.7% |