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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 | $20,766 | $106,923-80.6% | $84,023-75.3% | $152,909-86.4% |
| Participation rate | 25.0% | 75.3%-50.3pp | 69.0%-44.0pp | 82.5%-57.5pp |
| Annual return | 18.61% | 105.02%-86.4pp | 71.32%-52.7pp | 345.46%-326.9pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $790 | $4,013-80.3% | $3,239-75.6% | $5,851-86.5% |
| Admin fee / account holder | $289 | $8,289-96.5% | $6,102-95.3% | $11,601-97.5% |