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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 | $17,441 | $108,897-84.0% | $100,378-82.6% | $145,877-88.0% |
| Participation rate | 41.7% | 83.0%-41.3pp | 81.5%-39.8pp | 80.3%-38.6pp |
| Annual return | 15.21% | 58.17%-43.0pp | 49.41%-34.2pp | 551.28%-536.1pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,153 | $8,455-74.5% | $8,087-73.4% | $6,691-67.8% |
| Admin fee / account holder | $64 | $9,690-99.3% | $7,899-99.2% | $13,402-99.5% |