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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 | $63,370 | $58,275+8.7% | $81,844-22.6% | $80,935-21.7% |
| Participation rate | 2.9% | 63.5%-60.6pp | 72.4%-69.5pp | 67.7%-64.8pp |
| Annual return | 17.08% | 41.82%-24.7pp | 778.87%-761.8pp | 35.66%-18.6pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $192 | $3,285-94.2% | $4,323-95.6% | $4,299-95.5% |
| Admin fee / account holder | $250 | $4,749-94.7% | $7,355-96.6% | $6,924-96.4% |