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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 | $10,426 | $51,642-79.8% | $129,384-91.9% | $80,935-87.1% |
| Participation rate | 9.8% | 56.9%-47.1pp | 69.6%-59.8pp | 67.7%-57.9pp |
| Annual return | 14.82% | 20.78%-6.0pp | 9461.77%-9447.0pp | 35.66%-20.8pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $566 | $2,670-78.8% | $4,166-86.4% | $4,299-86.8% |
| Admin fee / account holder | $34 | $4,312-99.2% | $7,686-99.6% | $6,924-99.5% |