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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 | $62,892 | $48,364+30.0% | $71,796-12.4% | $62,8810% |
| Participation rate | 16.3% | 60.6%-44.3pp | 69.1%-52.8pp | 69.3%-53.0pp |
| Annual return | 13.08% | 13.16%-0.1pp | 78.04%-65.0pp | 20.14%-7.1pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $652 | $2,091-68.8% | $2,794-76.7% | $3,203-79.6% |
| Admin fee / account holder | $249 | $3,771-93.4% | $4,815-94.8% | $4,296-94.2% |