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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 | $17,123 | $55,453-69.1% | $170,435-90.0% | $62,293-72.5% |
| Participation rate | 10.7% | 66.4%-55.7pp | 83.6%-72.9pp | 69.5%-58.8pp |
| Annual return | 14.81% | 21.38%-6.6pp | 205.94%-191.1pp | 28.90%-14.1pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $195 | $2,303-91.5% | $4,939-96.1% | $3,169-93.8% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |