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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 | $16,564 | $94,439-82.5% | $73,658-77.5% | $154,746-89.3% |
| Participation rate | 5.9% | 64.7%-58.8pp | 57.0%-51.2pp | 80.7%-74.8pp |
| Annual return | 26.31% | 28.25%-1.9pp | 29.72%-3.4pp | 172.34%-146.0pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $265 | $2,527-89.5% | $2,062-87.2% | $6,730-96.1% |
| Admin fee / account holder | $0 | $3,843-100.0% | $3,357-100.0% | $14,365-100.0% |