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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 | $17,883 | $108,882-83.6% | $96,754-81.5% | $154,746-88.4% |
| Participation rate | 31.8% | 75.1%-43.3pp | 70.3%-38.5pp | 80.7%-48.9pp |
| Annual return | 19.23% | 98.39%-79.2pp | 82.04%-62.8pp | 172.34%-153.1pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $331 | $5,323-93.8% | $4,758-93.0% | $6,730-95.1% |
| Admin fee / account holder | $171 | $10,200-98.3% | $8,905-98.1% | $14,365-98.8% |