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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 | $9,383 | $24,891-62.3% | $69,632-86.5% | $74,478-87.4% |
| Participation rate | 9.4% | 63.4%-54.0pp | 66.4%-57.0pp | 67.2%-57.8pp |
| Annual return | 17.63% | 18.53%-0.9pp | 101.32%-83.7pp | 1370.56%-1352.9pp |
| Employer contribution / active EE | $0 | $1,005-100.0% | $1,708-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $562 | $1,908-70.6% | $2,889-80.6% | $4,350-87.1% |
| Admin fee / account holder | $133 | $1,904-93.0% | $4,695-97.2% | $1,946-93.2% |