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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 | $32,321 | $53,841-40.0% | $75,731-57.3% | $85,851-62.4% |
| Participation rate | 29.6% | 69.0%-39.4pp | 74.8%-45.2pp | 69.3%-39.7pp |
| Annual return | 13.21% | 24.54%-11.3pp | 104.65%-91.4pp | 318.63%-305.4pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $769 | $2,895-73.4% | $3,820-79.9% | $3,952-80.5% |
| Admin fee / account holder | $258 | $3,340-92.3% | $3,620-92.9% | $6,261-95.9% |