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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 | $9,928 | $103,038-90.4% | $90,324-89.0% | $152,909-93.5% |
| Participation rate | 45.5% | 75.9%-30.4pp | 73.3%-27.8pp | 82.5%-37.0pp |
| Annual return | 25.15% | 95.25%-70.1pp | 78.15%-53.0pp | 345.46%-320.3pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $522 | $4,282-87.8% | $3,885-86.6% | $5,851-91.1% |
| Admin fee / account holder | $44 | $6,177-99.3% | $5,356-99.2% | $11,601-99.6% |