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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 | $31,973 | $85,766-62.7% | $136,298-76.5% | $70,126-54.4% |
| Participation rate | 29.7% | 74.2%-44.5pp | 81.9%-52.2pp | 69.5%-39.9pp |
| Annual return | 16.94% | 31.46%-14.5pp | 5156.27%-5139.3pp | 73.15%-56.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $692 | $5,051-86.3% | $6,247-88.9% | $3,332-79.2% |
| Admin fee / account holder | $101 | $5,421-98.1% | $9,244-98.9% | $4,645-97.8% |