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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 | $23,338 | $69,252-66.3% | $64,099-63.6% | $139,456-83.3% |
| Participation rate | 21.1% | 75.6%-54.6pp | 72.3%-51.3pp | 80.3%-59.3pp |
| Annual return | 20.49% | 45.89%-25.4pp | 33.70%-13.2pp | 373.45%-353.0pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $2,748-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $392 | $4,683-91.6% | $3,881-89.9% | $6,711-94.2% |
| Admin fee / account holder | $91 | $4,248-97.8% | $3,070-97.0% | $11,407-99.2% |