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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 | $39,298 | $65,395-39.9% | $182,531-78.5% | $72,983-46.2% |
| Participation rate | 14.1% | 65.4%-51.3pp | 78.0%-63.8pp | 69.5%-55.4pp |
| Annual return | 20.30% | 27.68%-7.4pp | 148.57%-128.3pp | 81.01%-60.7pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,075-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $217 | $3,563-93.9% | $5,525-96.1% | $3,608-94.0% |
| Admin fee / account holder | $0 | $4,245-100.0% | $8,593-100.0% | $5,124-100.0% |