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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 | $14,720 | $61,815-76.2% | $97,295-84.9% | $80,959-81.8% |
| Participation rate | 7.4% | 63.5%-56.1pp | 72.7%-65.3pp | 67.7%-60.3pp |
| Annual return | 14.51% | -558.73%+573.2pp | 75.62%-61.1pp | 35.67%-21.2pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $19 | $3,027-99.4% | $4,264-99.6% | $4,300-99.6% |
| Admin fee / account holder | $118 | $5,166-97.7% | $5,646-97.9% | $6,925-98.3% |