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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 | $8,087 | $55,902-85.5% | $76,030-89.4% | $80,959-90.0% |
| Participation rate | 10.3% | 62.1%-51.7pp | 69.1%-58.7pp | 67.7%-57.3pp |
| Annual return | 15.18% | 20.59%-5.4pp | 361.54%-346.4pp | 35.67%-20.5pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $280 | $3,051-90.8% | $4,257-93.4% | $4,300-93.5% |
| Admin fee / account holder | $29 | $5,239-99.4% | $6,421-99.5% | $6,925-99.6% |