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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 | $12,506 | $48,314-74.1% | $67,561-81.5% | $80,925-84.5% |
| Participation rate | 14.7% | 66.4%-51.7pp | 72.9%-58.2pp | 67.7%-53.0pp |
| Annual return | 15.84% | 18.28%-2.4pp | 3525.44%-3509.6pp | 35.65%-19.8pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $485 | $2,927-83.4% | $4,003-87.9% | $4,299-88.7% |
| Admin fee / account holder | $45 | $3,690-98.8% | $4,006-98.9% | $6,940-99.3% |