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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 | $12,424 | $51,638-75.9% | $129,406-90.4% | $80,959-84.7% |
| Participation rate | 2.9% | 56.9%-54.0pp | 69.6%-66.7pp | 67.7%-64.7pp |
| Annual return | 16.76% | 20.78%-4.0pp | 9468.18%-9451.4pp | 35.67%-18.9pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $142 | $2,670-94.7% | $4,167-96.6% | $4,300-96.7% |
| Admin fee / account holder | $42 | $4,313-99.0% | $7,689-99.5% | $6,925-99.4% |