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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 | $10,061 | $48,314-79.2% | $67,561-85.1% | $80,925-87.6% |
| Participation rate | 32.9% | 66.4%-33.5pp | 72.9%-40.0pp | 67.7%-34.8pp |
| Annual return | 11.44% | 18.28%-6.8pp | 3525.44%-3514.0pp | 35.65%-24.2pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $388 | $2,927-86.7% | $4,003-90.3% | $4,299-91.0% |
| Admin fee / account holder | $268 | $3,690-92.7% | $4,006-93.3% | $6,940-96.1% |