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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 | $24,815 | $103,393-76.0% | $87,103-71.5% | $152,909-83.8% |
| Participation rate | 33.3% | 79.4%-46.0pp | 76.9%-43.5pp | 82.5%-49.1pp |
| Annual return | 16.38% | 28.10%-11.7pp | 28.19%-11.8pp | 345.46%-329.1pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $385 | $4,778-91.9% | $4,049-90.5% | $5,851-93.4% |
| Admin fee / account holder | $59 | $12,195-99.5% | $7,491-99.2% | $11,601-99.5% |