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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 | $37,051 | $99,032-62.6% | $80,022-53.7% | $135,380-72.6% |
| Participation rate | 37.5% | 78.4%-40.9pp | 75.8%-38.3pp | 82.6%-45.1pp |
| Annual return | 9.93% | 15.39%-5.5pp | 11.22%-1.3pp | 519.81%-509.9pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $350 | $4,282-91.8% | $3,686-90.5% | $5,609-93.8% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,828-100.0% |