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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 | $23,435 | $115,810-79.8% | $101,271-76.9% | $158,966-85.3% |
| Participation rate | 55.6% | 79.4%-23.8pp | 75.8%-20.3pp | 82.0%-26.4pp |
| Annual return | 28.57% | 56.15%-27.6pp | 46.48%-17.9pp | 302.95%-274.4pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,074 | $4,958-78.3% | $4,371-75.4% | $5,983-82.0% |
| Admin fee / account holder | $15 | $7,248-99.8% | $5,948-99.7% | $11,250-99.9% |