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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 | $32,581 | $91,179-64.3% | $178,499-81.7% | $79,852-59.2% |
| Participation rate | 11.4% | 69.2%-57.8pp | 81.9%-70.6pp | 69.6%-58.3pp |
| Annual return | 15.46% | 24.19%-8.7pp | 151.10%-135.6pp | 31.72%-16.3pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $488 | $3,236-84.9% | $5,202-90.6% | $3,740-87.0% |
| Admin fee / account holder | $42 | $6,749-99.4% | $13,986-99.7% | $5,306-99.2% |