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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 | $25,421 | $45,343-43.9% | $150,298-83.1% | $67,986-62.6% |
| Participation rate | 4.9% | 51.9%-46.9pp | 77.8%-72.8pp | 57.2%-52.3pp |
| Annual return | 16.71% | 33.28%-16.6pp | 62.79%-46.1pp | 31.67%-15.0pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $308 | $2,055-85.0% | $5,453-94.3% | $3,358-90.8% |
| Admin fee / account holder | $0 | $2,250-100.0% | $14,116-100.0% | $3,203-100.0% |