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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 | $36,604 | $98,760-62.9% | $149,715-75.6% | $79,858-54.2% |
| Participation rate | 8.6% | 75.8%-67.2pp | 82.5%-73.9pp | 69.6%-61.1pp |
| Annual return | 13.33% | 27.43%-14.1pp | 276.66%-263.3pp | 31.72%-18.4pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $557 | $5,681-90.2% | $6,842-91.9% | $3,740-85.1% |
| Admin fee / account holder | $25 | $6,053-99.6% | $9,310-99.7% | $5,306-99.5% |