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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 | $7,043 | $100,262-93.0% | $81,370-91.3% | $145,897-95.2% |
| Participation rate | 37.5% | 74.3%-36.8pp | 69.5%-32.0pp | 80.3%-42.8pp |
| Annual return | 16.02% | 34.52%-18.5pp | 24.85%-8.8pp | 552.29%-536.3pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $703 | $4,612-84.8% | $3,885-81.9% | $6,689-89.5% |
| Admin fee / account holder | $27 | $8,163-99.7% | $5,749-99.5% | $13,390-99.8% |