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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 | $43,949 | $50,554-13.1% | $67,681-35.1% | $87,485-49.8% |
| Participation rate | 57.6% | 67.7%-10.1pp | 73.7%-16.2pp | 68.9%-11.4pp |
| Annual return | 15.14% | 17.81%-2.7pp | 590.58%-575.4pp | 26.06%-10.9pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $679 | $2,961-77.1% | $3,976-82.9% | $4,274-84.1% |
| Admin fee / account holder | $109 | $4,132-97.4% | $6,100-98.2% | $7,775-98.6% |