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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 | $25,184 | $116,203-78.3% | $93,621-73.1% | $152,909-83.5% |
| Participation rate | 47.1% | 78.1%-31.0pp | 75.8%-28.8pp | 82.5%-35.4pp |
| Annual return | 20.39% | 35.96%-15.6pp | 32.76%-12.4pp | 345.46%-325.1pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $929 | $4,605-79.8% | $4,070-77.2% | $5,851-84.1% |
| Admin fee / account holder | $15 | $10,751-99.9% | $7,890-99.8% | $11,601-99.9% |