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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 | $14,592 | $114,013-87.2% | $103,693-85.9% | $155,188-90.6% |
| Participation rate | 27.8% | 75.2%-47.4pp | 72.6%-44.9pp | 80.8%-53.0pp |
| Annual return | 13.66% | 49.31%-35.7pp | 47.61%-34.0pp | 148.84%-135.2pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $501 | $4,970-89.9% | $4,579-89.1% | $6,531-92.3% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |