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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 | $22,593 | $70,684-68.0% | $169,397-86.7% | $75,177-69.9% |
| Participation rate | 11.8% | 64.8%-53.0pp | 77.2%-65.4pp | 67.2%-55.4pp |
| Annual return | 30.00% | 36.38%-6.4pp | 406.23%-376.2pp | 160.75%-130.7pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $923 | $4,310-78.6% | $6,223-85.2% | $4,126-77.6% |
| Admin fee / account holder | $236 | $5,404-95.6% | $9,017-97.4% | $5,651-95.8% |