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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 | $2,429 | $72,071-96.6% | $68,368-96.4% | $137,256-98.2% |
| Participation rate | 56.3% | 76.2%-20.0pp | 73.8%-17.5pp | 80.0%-23.7pp |
| Annual return | 27.75% | 353.14%-325.4pp | 292.57%-264.8pp | 220.34%-192.6pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $495 | $4,410-88.8% | $4,123-88.0% | $6,407-92.3% |
| Admin fee / account holder | $29 | $5,336-99.4% | $5,150-99.4% | $12,270-99.8% |