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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 | $14,283 | $106,247-86.6% | $96,515-85.2% | $139,466-89.8% |
| Participation rate | 0.0% | 77.8%-77.8pp | 74.3%-74.3pp | 80.3%-80.3pp |
| Annual return | 19.52% | 38.47%-18.9pp | 35.73%-16.2pp | 373.66%-354.1pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $719 | $5,456-86.8% | $4,880-85.3% | $6,712-89.3% |
| Admin fee / account holder | $218 | $7,885-97.2% | $6,735-96.8% | $11,409-98.1% |