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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 | $19,149 | $107,941-82.3% | $91,994-79.2% | $152,909-87.5% |
| Participation rate | 30.8% | 81.2%-50.4pp | 78.6%-47.9pp | 82.5%-51.7pp |
| Annual return | 19.56% | 89.28%-69.7pp | 69.04%-49.5pp | 345.46%-325.9pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $347 | $6,366-94.5% | $5,924-94.1% | $5,851-94.1% |
| Admin fee / account holder | $78 | $10,521-99.3% | $7,744-99.0% | $11,601-99.3% |