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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 | $32,150 | $58,969-45.5% | $129,406-75.2% | $77,762-58.7% |
| Participation rate | 3.9% | 59.5%-55.6pp | 69.6%-65.7pp | 70.6%-66.7pp |
| Annual return | 19.95% | 24.78%-4.8pp | 9468.18%-9448.2pp | 31.27%-11.3pp |
| Employer contribution / active EE | $0 | $1,959-100.0% | $4,155-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $193 | $3,224-94.0% | $4,167-95.4% | $4,651-95.9% |
| Admin fee / account holder | $32 | $593-94.6% | $7,689-99.6% | $433-92.6% |