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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 | $20,486 | $100,147-79.5% | $81,286-74.8% | $145,877-86.0% |
| Participation rate | 23.1% | 74.2%-51.1pp | 69.5%-46.4pp | 80.3%-57.2pp |
| Annual return | 13.63% | 34.44%-20.8pp | 24.80%-11.2pp | 551.28%-537.7pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $630 | $4,607-86.3% | $3,883-83.8% | $6,691-90.6% |
| Admin fee / account holder | $192 | $8,201-97.7% | $5,764-96.7% | $13,402-98.6% |