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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 | $30,534 | $81,331-62.5% | $155,534-80.4% | $80,935-62.3% |
| Participation rate | 6.1% | 66.3%-60.1pp | 78.2%-72.1pp | 67.7%-61.5pp |
| Annual return | 19.87% | 33.37%-13.5pp | 64.92%-45.0pp | 35.66%-15.8pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $440 | $3,454-87.3% | $5,630-92.2% | $4,299-89.8% |
| Admin fee / account holder | $226 | $7,999-97.2% | $15,900-98.6% | $6,924-96.7% |