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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 | $13,038 | $55,889-76.7% | $76,119-82.9% | $80,935-83.9% |
| Participation rate | 11.4% | 62.1%-50.6pp | 69.1%-57.6pp | 67.7%-56.2pp |
| Annual return | 13.19% | 20.58%-7.4pp | 361.25%-348.1pp | 35.66%-22.5pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $183 | $3,051-94.0% | $4,259-95.7% | $4,299-95.7% |
| Admin fee / account holder | $65 | $5,241-98.8% | $6,421-99.0% | $6,924-99.1% |