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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 | $31,787 | $85,171-62.7% | $172,753-81.6% | $72,976-56.4% |
| Participation rate | 25.5% | 70.1%-44.5pp | 82.6%-57.1pp | 69.5%-44.0pp |
| Annual return | 18.35% | 27.32%-9.0pp | 803.00%-784.6pp | 81.02%-62.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $231 | $3,260-92.9% | $5,198-95.6% | $3,608-93.6% |
| Admin fee / account holder | $47 | $5,880-99.2% | $13,956-99.7% | $5,124-99.1% |