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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 | $37,956 | $127,100-70.1% | $105,738-64.1% | $135,379-72.0% |
| Participation rate | 63.6% | 82.7%-19.1pp | 76.3%-12.7pp | 82.6%-19.0pp |
| Annual return | -6.46% | 4.49%-11.0pp | 6.27%-12.7pp | 519.79%-526.3pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,268-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $363 | $5,064-92.8% | $4,080-91.1% | $5,609-93.5% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,828-100.0% |