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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 | $53,244 | $98,760-46.1% | $149,715-64.4% | $79,858-33.3% |
| Participation rate | 21.7% | 75.8%-54.0pp | 82.5%-60.7pp | 69.6%-47.9pp |
| Annual return | 15.59% | 27.43%-11.8pp | 276.66%-261.1pp | 31.72%-16.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $802 | $5,681-85.9% | $6,842-88.3% | $3,740-78.6% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,310-100.0% | $5,306-100.0% |