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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 | $16,396 | $95,601-82.8% | $77,183-78.8% | $139,456-88.2% |
| Participation rate | 25.0% | 74.0%-49.0pp | 69.6%-44.6pp | 80.3%-55.3pp |
| Annual return | 19.63% | 54.96%-35.3pp | 37.89%-18.3pp | 373.45%-353.8pp |
| Employer contribution / active EE | $0 | $3,145-100.0% | $2,534-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $771 | $4,623-83.3% | $3,833-79.9% | $6,711-88.5% |
| Admin fee / account holder | $127 | $8,302-98.5% | $5,475-97.7% | $11,407-98.9% |