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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 | $33,814 | $63,342-46.6% | $92,236-63.3% | $70,131-51.8% |
| Participation rate | 45.7% | 68.7%-23.0pp | 76.5%-30.8pp | 69.5%-23.9pp |
| Annual return | 16.10% | 530.15%-514.0pp | 176.29%-160.2pp | 73.14%-57.0pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $584 | $2,854-79.5% | $3,897-85.0% | $3,332-82.5% |
| Admin fee / account holder | $41 | $3,840-98.9% | $5,194-99.2% | $4,645-99.1% |