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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 | $25,499 | $154,159-83.5% | $130,026-80.4% | $139,456-81.7% |
| Participation rate | 42.1% | 82.0%-39.9pp | 78.5%-36.4pp | 80.3%-38.2pp |
| Annual return | 24.96% | 32.50%-7.5pp | -137.26%+162.2pp | 373.45%-348.5pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,324 | $6,710-80.3% | $5,821-77.3% | $6,711-80.3% |
| Admin fee / account holder | $64 | $14,001-99.5% | $10,608-99.4% | $11,407-99.4% |