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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 | $25,848 | $103,392-75.0% | $87,104-70.3% | $152,897-83.1% |
| Participation rate | 20.8% | 79.4%-58.5pp | 76.9%-56.0pp | 82.5%-61.6pp |
| Annual return | 21.46% | 28.10%-6.6pp | 28.19%-6.7pp | 345.43%-324.0pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $465 | $4,778-90.3% | $4,048-88.5% | $5,851-92.1% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |