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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 | $5,667 | $51,638-89.0% | $68,368-91.7% | $82,448-93.1% |
| Participation rate | 42.1% | 63.6%-21.5pp | 73.8%-31.6pp | 68.1%-26.0pp |
| Annual return | 16.68% | 37.53%-20.8pp | 292.57%-275.9pp | 41.64%-25.0pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $457 | $2,914-84.3% | $4,123-88.9% | $4,139-89.0% |
| Admin fee / account holder | $159 | $4,643-96.6% | $5,150-96.9% | $7,234-97.8% |