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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 | $26,648 | $77,638-65.7% | $156,551-83.0% | $62,881-57.6% |
| Participation rate | 12.1% | 71.2%-59.1pp | 84.0%-71.9pp | 69.3%-57.2pp |
| Annual return | 9.25% | 50.33%-41.1pp | 32.23%-23.0pp | 20.14%-10.9pp |
| Employer contribution / active EE | $568 | $3,444-83.5% | $5,501-89.7% | $2,281-75.1% |
| Participant deferral / active EE | $515 | $3,046-83.1% | $4,871-89.4% | $3,203-83.9% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,028-100.0% | $4,296-100.0% |