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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 | $12,587 | $48,327-74.0% | $67,575-81.4% | $80,935-84.4% |
| Participation rate | 13.6% | 66.4%-52.8pp | 72.9%-59.3pp | 67.7%-54.0pp |
| Annual return | 11.26% | 18.31%-7.1pp | 3528.98%-3517.7pp | 35.66%-24.4pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $187 | $2,927-93.6% | $4,003-95.3% | $4,299-95.7% |
| Admin fee / account holder | $25 | $3,692-99.3% | $3,993-99.4% | $6,924-99.6% |