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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 | $10,400 | $77,908-86.7% | $149,696-93.1% | $75,173-86.2% |
| Participation rate | 7.3% | 65.6%-58.3pp | 78.8%-71.5pp | 67.2%-59.9pp |
| Annual return | 23.77% | 31.73%-8.0pp | 134.46%-110.7pp | 160.72%-136.9pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $315 | $3,411-90.8% | $5,682-94.5% | $4,126-92.4% |
| Admin fee / account holder | $33 | $5,950-99.4% | $13,212-99.8% | $5,651-99.4% |