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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 | $31,555 | $232,540-86.4% | $185,117-83.0% | $147,586-78.6% |
| Participation rate | 18.2% | 82.4%-64.2pp | 77.3%-59.1pp | 82.8%-64.6pp |
| Annual return | 16.71% | 43.03%-26.3pp | 40.50%-23.8pp | 578.59%-561.9pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $336 | $5,834-94.2% | $5,045-93.3% | $5,439-93.8% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |