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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 | $17,496 | $45,119-61.2% | $85,126-79.4% | $74,429-76.5% |
| Participation rate | 5.8% | 49.4%-43.5pp | 67.5%-61.7pp | 67.2%-61.4pp |
| Annual return | 18.26% | 26.28%-8.0pp | 66.63%-48.4pp | 1368.38%-1350.1pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,731-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $265 | $2,738-90.3% | $4,523-94.1% | $4,348-93.9% |
| Admin fee / account holder | $62 | $2,214-97.2% | $6,160-99.0% | $1,944-96.8% |