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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 | $5,800 | $69,252-91.6% | $64,099-91.0% | $139,456-95.8% |
| Participation rate | 28.6% | 75.6%-47.0pp | 72.3%-43.7pp | 80.3%-51.8pp |
| Annual return | 17.34% | 45.89%-28.6pp | 33.70%-16.4pp | 373.45%-356.1pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $2,748-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $279 | $4,683-94.0% | $3,881-92.8% | $6,711-95.8% |
| Admin fee / account holder | $22 | $4,248-99.5% | $3,070-99.3% | $11,407-99.8% |