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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 | $45,123-61.2% | $85,240-79.5% | $74,478-76.5% |
| Participation rate | 5.8% | 49.4%-43.5pp | 67.5%-61.7pp | 67.2%-61.4pp |
| Annual return | 18.26% | 26.32%-8.1pp | 66.75%-48.5pp | 1370.56%-1352.3pp |
| Employer contribution / active EE | $0 | $1,459-100.0% | $2,735-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $265 | $2,736-90.3% | $4,527-94.1% | $4,350-93.9% |
| Admin fee / account holder | $62 | $2,215-97.2% | $6,165-99.0% | $1,946-96.8% |