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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 | $11,266 | $51,638-78.2% | $68,368-83.5% | $82,448-86.3% |
| Participation rate | 7.1% | 63.6%-56.5pp | 73.8%-66.6pp | 68.1%-60.9pp |
| Annual return | 22.85% | 37.53%-14.7pp | 292.57%-269.7pp | 41.64%-18.8pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $269 | $2,914-90.8% | $4,123-93.5% | $4,139-93.5% |
| Admin fee / account holder | $38 | $4,643-99.2% | $5,150-99.3% | $7,234-99.5% |