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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 | $25,258 | $85,766-70.6% | $136,298-81.5% | $70,126-64.0% |
| Participation rate | 20.0% | 74.2%-54.2pp | 81.9%-61.9pp | 69.5%-49.5pp |
| Annual return | 16.99% | 31.46%-14.5pp | 5156.27%-5139.3pp | 73.15%-56.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,345 | $5,051-73.4% | $6,247-78.5% | $3,332-59.6% |
| Admin fee / account holder | $292 | $5,421-94.6% | $9,244-96.8% | $4,645-93.7% |