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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 | $18,144 | $81,331-77.7% | $155,534-88.3% | $80,935-77.6% |
| Participation rate | 20.9% | 66.3%-45.3pp | 78.2%-57.3pp | 67.7%-46.7pp |
| Annual return | 11.70% | 33.37%-21.7pp | 64.92%-53.2pp | 35.66%-24.0pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $516 | $3,454-85.1% | $5,630-90.8% | $4,299-88.0% |
| Admin fee / account holder | $14 | $7,999-99.8% | $15,900-99.9% | $6,924-99.8% |