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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 | $31,323 | $78,707-60.2% | $117,861-73.4% | $70,126-55.3% |
| Participation rate | 38.7% | 73.2%-34.5pp | 79.7%-41.0pp | 69.5%-30.8pp |
| Annual return | 15.94% | 23.30%-7.4pp | 335.11%-319.2pp | 73.15%-57.2pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $595 | $3,297-82.0% | $4,482-86.7% | $3,332-82.2% |
| Admin fee / account holder | $79 | $5,066-98.4% | $8,021-99.0% | $4,645-98.3% |