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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 | $17,426 | $76,407-77.2% | $150,298-88.4% | $82,448-78.9% |
| Participation rate | 18.2% | 66.4%-48.2pp | 77.8%-59.6pp | 68.1%-49.9pp |
| Annual return | 22.18% | 39.99%-17.8pp | 62.79%-40.6pp | 41.64%-19.5pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $732 | $3,214-77.2% | $5,453-86.6% | $4,139-82.3% |
| Admin fee / account holder | $0 | $6,352-100.0% | $14,116-100.0% | $7,234-100.0% |