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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 | $26,285 | $124,330-78.9% | $109,173-75.9% | $167,536-84.3% |
| Participation rate | 9.1% | 79.5%-70.4pp | 75.9%-66.8pp | 82.1%-73.0pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.8pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,055 | $4,209-74.9% | $3,723-71.7% | $4,839-78.2% |
| Participant deferral / active EE | $1,249 | $5,256-76.2% | $4,654-73.2% | $6,342-80.3% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |