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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 | $24,228 | $89,364-72.9% | $141,177-82.8% | $72,983-66.8% |
| Participation rate | 16.7% | 75.1%-58.5pp | 82.5%-65.8pp | 69.5%-52.8pp |
| Annual return | 34.24% | 111.86%-77.6pp | 71.40%-37.2pp | 81.01%-46.8pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $645 | $5,419-88.1% | $6,710-90.4% | $3,608-82.1% |
| Admin fee / account holder | $16 | $5,959-99.7% | $10,263-99.8% | $5,124-99.7% |