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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 | $45,126-61.2% | $85,187-79.5% | $74,459-76.5% |
| Participation rate | 5.8% | 49.4%-43.6pp | 67.5%-61.7pp | 67.2%-61.4pp |
| Annual return | 18.26% | 26.30%-8.0pp | 66.67%-48.4pp | 1369.70%-1351.4pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,732-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $265 | $2,738-90.3% | $4,525-94.1% | $4,350-93.9% |
| Admin fee / account holder | $62 | $2,212-97.2% | $6,162-99.0% | $1,945-96.8% |